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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 | $64,081 | $72,404-11.5% | $110,241-41.9% | $64,181-0.2% |
| Participation rate | 22.6% | 73.3%-50.7pp | 79.8%-57.2pp | 69.6%-46.9pp |
| Annual return | -7.79% | -6.29%-1.5pp | 314.75%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,835 | $3,469-47.1% | $4,672-60.7% | $3,470-47.1% |
| Admin fee / account holder | $23,572 | $5,664+316.1% | $8,548+175.8% | $4,887+382.3% |