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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,255 | $113,941-60.3% | $94,229-52.0% | $125,389-63.9% |
| Participation rate | 52.9% | 82.9%-30.0pp | 78.8%-25.8pp | 83.2%-30.2pp |
| Annual return | -3.74% | 5.29%-9.0pp | 10.68%-14.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,485 | $5,179-52.0% | $4,320-42.5% | $5,352-53.6% |
| Admin fee / account holder | $2,799 | $8,392-66.6% | $6,269-55.4% | $9,541-70.7% |