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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 | $49,961 | $63,342-21.1% | $92,236-45.8% | $70,131-28.8% |
| Participation rate | 62.2% | 68.7%-6.5pp | 76.5%-14.3pp | 69.5%-7.4pp |
| Annual return | -4.56% | 530.15%-534.7pp | 176.29%-180.8pp | 73.14%-77.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,441 | $2,854-49.5% | $3,897-63.0% | $3,332-56.7% |
| Admin fee / account holder | $12,661 | $3,840+229.7% | $5,194+143.8% | $4,645+172.5% |