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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 | $58,741 | $75,962-22.7% | $154,111-61.9% | $64,173-8.5% |
| Participation rate | 25.6% | 70.4%-44.8pp | 83.0%-57.5pp | 69.6%-44.0pp |
| Annual return | -8.03% | 30.32%-38.4pp | 735.18%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,561 | $3,175-19.3% | $5,081-49.6% | $3,470-26.2% |
| Admin fee / account holder | $2,434 | $5,589-56.5% | $13,411-81.9% | $4,887-50.2% |