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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 | $55,289 | $142,409-61.2% | $119,634-53.8% | $134,545-58.9% |
| Participation rate | 27.8% | 82.8%-55.1pp | 79.3%-51.5pp | 81.2%-53.5pp |
| Annual return | -21.82% | -12.46%-9.4pp | -14.98%-6.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,097 | $6,468-5.7% | $5,601+8.9% | $6,401-4.7% |
| Admin fee / account holder | $844 | $13,594-93.8% | $10,329-91.8% | $11,431-92.6% |