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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 | $38,749 | $153,769-74.8% | $133,975-71.1% | $273,972-85.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | -10.64% | 36.51%-47.1pp | 29.29%-39.9pp | 41.46%-52.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,000 | $6,958-42.5% | $6,282-36.3% | $5,287-24.3% |
| Admin fee / account holder | $35,896 | $11,765+205.1% | $9,324+285.0% | $10,133+254.3% |