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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 | $65,991 | $115,917-43.1% | $100,535-34.4% | $158,982-58.5% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.6pp | 82.0%-39.1pp |
| Annual return | -5.25% | 34.80%-40.1pp | 30.90%-36.1pp | 302.99%-308.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,487 | $6,677-47.8% | $6,271-44.4% | $5,983-41.7% |
| Admin fee / account holder | $463 | $11,002-95.8% | $8,085-94.3% | $11,252-95.9% |