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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 | $23,308 | $127,387-81.7% | $115,038-79.7% | $125,389-81.4% |
| Participation rate | 45.5% | 84.2%-38.7pp | 81.4%-35.9pp | 83.2%-37.7pp |
| Annual return | -31.12% | 31.28%-62.4pp | 26.14%-57.3pp | 282.24%-313.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,068 | $6,423-36.7% | $6,026-32.5% | $5,352-24.0% |
| Admin fee / account holder | $7,067 | $9,516-25.7% | $8,175-13.6% | $9,541-25.9% |