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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 | $15,383 | $75,962-79.7% | $154,108-90.0% | $64,173-76.0% |
| Participation rate | 53.1% | 70.4%-17.3pp | 83.0%-29.9pp | 69.6%-16.4pp |
| Annual return | -9.32% | 30.32%-39.6pp | 735.21%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,243 | $3,175-60.8% | $5,081-75.5% | $3,470-64.2% |
| Admin fee / account holder | $3,547 | $5,589-36.5% | $13,411-73.6% | $4,887-27.4% |