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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 | $32,257 | $167,352-80.7% | $143,788-77.6% | $134,509-76.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.77% | 0.47%-26.2pp | -0.03%-25.7pp | 418.13%-443.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,178 | $6,447-66.2% | $5,638-61.4% | $6,400-66.0% |
| Admin fee / account holder | $3,705 | $18,091-79.5% | $14,675-74.8% | $11,427-67.6% |