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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 | $32,170 | $167,362-80.8% | $143,799-77.6% | $134,532-76.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.66% | 0.47%-21.1pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,278 | $6,447-49.2% | $5,638-41.9% | $6,401-48.8% |
| Admin fee / account holder | $736 | $18,094-95.9% | $14,677-95.0% | $11,429-93.6% |