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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 | $83,872 | $142,392-41.1% | $119,622-29.9% | $134,532-37.7% |
| Participation rate | 52.2% | 82.8%-30.7pp | 79.3%-27.1pp | 81.2%-29.1pp |
| Annual return | -25.45% | -12.46%-13.0pp | -14.98%-10.5pp | 418.27%-443.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,735 | $6,467-42.3% | $5,601-33.3% | $6,401-41.7% |
| Admin fee / account holder | $841 | $13,593-93.8% | $10,328-91.9% | $11,429-92.6% |