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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 | $34,491 | $166,242-79.3% | $165,071-79.1% | $145,884-76.4% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | -9.59% | 100.44%-110.0pp | 70.17%-79.8pp | 551.85%-561.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,155 | $6,964-40.3% | $6,035-31.2% | $6,690-37.9% |
| Admin fee / account holder | $7,432 | $16,658-55.4% | $12,695-41.5% | $13,392-44.5% |