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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 | $58,070 | $72,404-19.8% | $110,243-47.3% | $64,173-9.5% |
| Participation rate | 62.8% | 73.3%-10.5pp | 79.8%-17.0pp | 69.6%-6.8pp |
| Annual return | -9.95% | -6.29%-3.7pp | 314.76%-324.7pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,645 | $3,469-23.7% | $4,672-43.4% | $3,470-23.8% |
| Admin fee / account holder | $3,330 | $5,664-41.2% | $8,548-61.0% | $4,887-31.9% |