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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 | $51,507 | $133,981-61.6% | $112,249-54.1% | $134,532-61.7% |
| Participation rate | 38.9% | 78.6%-39.7pp | 75.1%-36.2pp | 81.2%-42.3pp |
| Annual return | -31.97% | 47.16%-79.1pp | 27.48%-59.5pp | 418.27%-450.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,934 | $5,292-63.4% | $4,729-59.1% | $6,401-69.8% |
| Admin fee / account holder | $854 | $7,492-88.6% | $6,412-86.7% | $11,429-92.5% |