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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 | $36,387 | $166,089-78.1% | $164,928-77.9% | $145,978-75.1% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-62.0pp | 80.3%-63.6pp |
| Annual return | -0.48% | 100.26%-100.7pp | 70.08%-70.6pp | 550.52%-551.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,582 | $6,961-62.9% | $6,034-57.2% | $6,690-61.4% |
| Admin fee / account holder | $13,641 | $16,641-18.0% | $12,684+7.5% | $13,400+1.8% |