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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 | $38,889 | $100,811-61.4% | $86,698-55.1% | $134,545-71.1% |
| Participation rate | 30.8% | 79.0%-48.2pp | 76.6%-45.8pp | 81.2%-50.5pp |
| Annual return | -22.40% | 29.11%-51.5pp | 35.96%-58.4pp | 418.37%-440.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,287 | $5,339-57.2% | $4,656-50.9% | $6,401-64.3% |
| Admin fee / account holder | $677 | $10,926-93.8% | $7,492-91.0% | $11,431-94.1% |