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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 | $42,373 | $100,805-58.0% | $86,698-51.1% | $134,532-68.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -21.48% | 29.09%-50.6pp | 35.95%-57.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,118 | $5,339+33.3% | $4,656+52.9% | $6,401+11.2% |
| Admin fee / account holder | $1,505 | $10,925-86.2% | $7,493-79.9% | $11,429-86.8% |