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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 | $46,150 | $133,998-65.6% | $112,263-58.9% | $134,545-65.7% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | -42.44% | 47.17%-89.6pp | 27.49%-69.9pp | 418.37%-460.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,942 | $5,292-44.4% | $4,729-37.8% | $6,401-54.0% |
| Admin fee / account holder | $23,155 | $7,493+209.0% | $6,410+261.2% | $11,431+102.6% |