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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 | $87,073 | $129,960-33.0% | $104,299-16.5% | $134,545-35.3% |
| Participation rate | 58.8% | 79.5%-20.7pp | 73.3%-14.5pp | 81.2%-22.4pp |
| Annual return | -24.11% | 42.06%-66.2pp | 24.62%-48.7pp | 418.37%-442.5pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $902 | $9,324-90.3% | $7,339-87.7% | $11,431-92.1% |