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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 | $53,619 | $131,835-59.3% | $108,582-50.6% | $273,972-80.4% |
| Participation rate | 34.8% | 83.5%-48.7pp | 79.6%-44.8pp | 83.0%-48.2pp |
| Annual return | -6.44% | -91.57%+85.1pp | -51.70%+45.3pp | 41.46%-47.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,238 | $5,127-56.3% | $4,311-48.1% | $5,287-57.7% |
| Admin fee / account holder | $14,876 | $10,253+45.1% | $7,645+94.6% | $10,133+46.8% |