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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 | $32,336 | $100,970-68.0% | $96,576-66.5% | $137,256-76.4% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | -7.08% | 38.16%-45.2pp | 38.47%-45.5pp | 220.34%-227.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,245 | $8,286+11.6% | $7,956+16.2% | $6,407+44.3% |
| Admin fee / account holder | $25,644 | $11,312+126.7% | $11,381+125.3% | $12,270+109.0% |