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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 | $39,837 | $129,960-69.3% | $104,299-61.8% | $134,545-70.4% |
| Participation rate | 25.0% | 79.5%-54.5pp | 73.3%-48.3pp | 81.2%-56.2pp |
| Annual return | -20.81% | 42.06%-62.9pp | 24.62%-45.4pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,563 | $5,589-54.2% | $4,626-44.6% | $6,401-60.0% |
| Admin fee / account holder | $699 | $9,324-92.5% | $7,339-90.5% | $11,431-93.9% |