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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 | $47,394 | $115,810-59.1% | $101,271-53.2% | $158,966-70.2% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | -0.32% | 56.15%-56.5pp | 46.48%-46.8pp | 302.95%-303.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,670 | $4,958-46.2% | $4,371-38.9% | $5,983-55.4% |
| Admin fee / account holder | $11,718 | $7,248+61.7% | $5,948+97.0% | $11,250+4.2% |