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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 | $42,339 | $162,812-74.0% | $133,971-68.4% | $158,966-73.4% |
| Participation rate | 52.6% | 83.2%-30.6pp | 79.8%-27.2pp | 82.0%-29.3pp |
| Annual return | -1.33% | 41.94%-43.3pp | 45.09%-46.4pp | 302.95%-304.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,707 | $5,910-37.3% | $5,047-26.5% | $5,983-38.0% |
| Admin fee / account holder | $17,280 | $11,741+47.2% | $8,929+93.5% | $11,250+53.6% |