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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 | $33,044 | $133,981-75.3% | $112,249-70.6% | $134,532-75.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -41.25% | 47.16%-88.4pp | 27.48%-68.7pp | 418.27%-459.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,450 | $5,292+21.9% | $4,729+36.4% | $6,401+0.8% |
| Admin fee / account holder | $4,398 | $7,492-41.3% | $6,412-31.4% | $11,429-61.5% |