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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 | $30,553 | $127,386-76.0% | $115,037-73.4% | $125,388-75.6% |
| Participation rate | 44.4% | 84.2%-39.7pp | 81.4%-36.9pp | 83.2%-38.7pp |
| Annual return | -4.92% | 31.28%-36.2pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,833 | $6,423+53.1% | $6,026+63.2% | $5,352+83.7% |
| Admin fee / account holder | $12,687 | $9,516+33.3% | $8,175+55.2% | $9,541+33.0% |