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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 | $54,649 | $95,915-43.0% | $79,580-31.3% | $134,532-59.4% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | -29.51% | -2.71%-26.8pp | 0.15%-29.7pp | 418.27%-447.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,900 | $4,693-16.9% | $3,985-2.1% | $6,401-39.1% |
| Admin fee / account holder | $5,498 | $9,132-39.8% | $6,835-19.6% | $11,429-51.9% |