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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 | $23,696 | $127,386-81.4% | $115,037-79.4% | $125,388-81.1% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -11.18% | 31.28%-42.5pp | 26.14%-37.3pp | 282.24%-293.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,418 | $6,423+31.1% | $6,026+39.7% | $5,352+57.3% |
| Admin fee / account holder | $745 | $9,516-92.2% | $8,175-90.9% | $9,541-92.2% |