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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 | $42,956 | $67,372-36.2% | $60,906-29.5% | $134,532-68.1% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.1%-14.3pp | 81.2%-22.4pp |
| Annual return | -20.57% | 50.05%-70.6pp | 16.94%-37.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,043 | $4,532-54.9% | $3,814-46.4% | $6,401-68.1% |
| Admin fee / account holder | $774 | $4,588-83.1% | $3,227-76.0% | $11,429-93.2% |