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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 | $33,377 | $185,312-82.0% | $161,489-79.3% | $154,746-78.4% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | -10.24% | 103.84%-114.1pp | 89.72%-100.0pp | 172.34%-182.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,816 | $18,654-52.7% | $16,006-44.9% | $14,365-38.6% |