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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 | $50,784 | $156,398-67.5% | $147,318-65.5% | $138,895-63.4% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.1%-37.1pp | 79.9%-34.9pp |
| Annual return | -37.79% | 78.75%-116.5pp | 70.43%-108.2pp | 145.39%-183.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,175 | $8,237-49.3% | $7,906-47.2% | $6,396-34.7% |
| Admin fee / account holder | $939 | $14,976-93.7% | $13,708-93.1% | $12,562-92.5% |