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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 | $154,228-67.1% | $145,433-65.1% | $137,256-63.0% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.1%-37.1pp | 80.0%-35.0pp |
| Annual return | -37.79% | 74.59%-112.4pp | 66.58%-104.4pp | 220.34%-258.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,175 | $8,216-49.2% | $7,897-47.1% | $6,407-34.8% |
| Admin fee / account holder | $939 | $14,344-93.5% | $13,129-92.8% | $12,270-92.3% |