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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 | $54,253 | $101,752-46.7% | $164,928-67.1% | $80,911-32.9% |
| Participation rate | 30.8% | 71.8%-41.1pp | 78.6%-47.9pp | 67.6%-36.9pp |
| Annual return | -2.72% | 16.73%-19.5pp | 70.08%-72.8pp | 35.63%-38.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,287 | $4,477-48.9% | $6,034-62.1% | $4,297-46.8% |
| Admin fee / account holder | $5,978 | $8,218-27.2% | $12,684-52.9% | $6,935-13.8% |