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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 | $42,712 | $162,812-73.8% | $133,971-68.1% | $158,966-73.1% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | -6.31% | 41.94%-48.3pp | 45.09%-51.4pp | 302.95%-309.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,853 | $5,910-51.7% | $5,047-43.5% | $5,983-52.3% |
| Admin fee / account holder | $11,539 | $11,741-1.7% | $8,929+29.2% | $11,250+2.6% |