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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 | $117,584 | $142,361-17.4% | $119,608-1.7% | $134,509-12.6% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -39.32% | -12.46%-26.9pp | -14.98%-24.3pp | 418.13%-457.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,613 | $6,468-44.1% | $5,601-35.5% | $6,400-43.5% |
| Admin fee / account holder | $763 | $13,588-94.4% | $10,326-92.6% | $11,427-93.3% |