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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 | $53,127 | $97,020-45.2% | $83,327-36.2% | $135,380-60.8% |
| Participation rate | 63.6% | 80.4%-16.8pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -11.37% | 12.31%-23.7pp | 10.64%-22.0pp | 519.81%-531.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,503 | $5,964-24.5% | $5,565-19.1% | $5,609-19.7% |
| Admin fee / account holder | $771 | $8,426-90.9% | $7,540-89.8% | $10,828-92.9% |