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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 | $63,665 | $103,392-38.4% | $87,104-26.9% | $152,897-58.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | -22.07% | 28.10%-50.2pp | 28.19%-50.3pp | 345.43%-367.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,413 | $4,778-49.5% | $4,048-40.4% | $5,851-58.8% |
| Admin fee / account holder | $379 | $12,194-96.9% | $7,491-94.9% | $11,599-96.7% |