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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 | $35,650 | $97,881-63.6% | $80,004-55.4% | $125,389-71.6% |
| Participation rate | 35.0% | 77.9%-42.9pp | 73.0%-38.0pp | 83.2%-48.2pp |
| Annual return | -5.14% | 9.36%-14.5pp | 7.63%-12.8pp | 282.24%-287.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $977 | $3,744-73.9% | $3,204-69.5% | $5,352-81.8% |
| Admin fee / account holder | $949 | $6,278-84.9% | $5,033-81.1% | $9,541-90.1% |