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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 | $70,858 | $140,578-49.6% | $100,671-29.6% | $125,389-43.5% |
| Participation rate | 44.4% | 80.4%-36.0pp | 70.7%-26.3pp | 83.2%-38.7pp |
| Annual return | -6.19% | 24.67%-30.9pp | 20.43%-26.6pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,668 | $3,981+17.2% | $3,144+48.5% | $5,352-12.8% |
| Admin fee / account holder | $4,195 | $6,716-37.5% | $4,850-13.5% | $9,541-56.0% |