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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 | $44,983 | $135,956-66.9% | $123,894-63.7% | $273,972-83.6% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | -14.84% | 56.63%-71.5pp | 47.52%-62.4pp | 41.46%-56.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,461 | $6,343+1.9% | $5,984+8.0% | $5,287+22.2% |
| Admin fee / account holder | $10,639 | $9,817+8.4% | $8,357+27.3% | $10,133+5.0% |