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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 | $37,959 | $142,392-73.3% | $119,622-68.3% | $134,532-71.8% |
| Participation rate | 61.9% | 82.8%-20.9pp | 79.3%-17.4pp | 81.2%-19.3pp |
| Annual return | -21.07% | -12.46%-8.6pp | -14.98%-6.1pp | 418.27%-439.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,636 | $6,467-59.2% | $5,601-52.9% | $6,401-58.8% |
| Admin fee / account holder | $2,468 | $13,593-81.8% | $10,328-76.1% | $11,429-78.4% |