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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 | $61,379 | $82,674-25.8% | $125,381-51.0% | $68,486-10.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -19.48% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,070 | $6,111+48.4% | $7,448+21.8% | $4,028+125.2% |
| Admin fee / account holder | $4,149 | $6,277-33.9% | $10,007-58.5% | $5,404-23.2% |