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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 | $12,563 | $108,911-88.5% | $100,392-87.5% | $145,884-91.4% |
| Participation rate | 16.7% | 83.0%-66.3pp | 81.5%-64.8pp | 80.3%-63.6pp |
| Annual return | -32.33% | 58.23%-90.6pp | 49.45%-81.8pp | 551.85%-584.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,705 | $9,698-30.9% | $7,904-15.2% | $13,392-49.9% |