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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 | $28,157 | $52,519-46.4% | $155,789-81.9% | $59,633-52.8% |
| Participation rate | 30.0% | 61.7%-31.7pp | 76.1%-46.1pp | 68.7%-38.7pp |
| Annual return | -4.74% | 53.51%-58.2pp | 71.54%-76.3pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,128 | $3,084-63.4% | $4,798-76.5% | $3,192-64.7% |
| Admin fee / account holder | $1,007 | $3,540-71.5% | $7,477-86.5% | $4,297-76.6% |