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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 | $23,442 | $133,981-82.5% | $112,249-79.1% | $134,532-82.6% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.6pp | 81.2%-51.8pp |
| Annual return | -33.62% | 47.16%-80.8pp | 27.48%-61.1pp | 418.27%-451.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,170 | $5,292-59.0% | $4,729-54.1% | $6,401-66.1% |
| Admin fee / account holder | $3,348 | $7,492-55.3% | $6,412-47.8% | $11,429-70.7% |