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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 | $36,205 | $94,529-61.7% | $140,019-74.1% | $64,173-43.6% |
| Participation rate | 35.8% | 84.1%-48.3pp | 87.5%-51.7pp | 69.6%-33.7pp |
| Annual return | -15.20% | 7.77%-23.0pp | 651.17%-666.4pp | 7.63%-22.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,127 | $5,250+16.7% | $6,927-11.5% | $3,470+76.6% |
| Admin fee / account holder | $1,029 | $6,741-84.7% | $10,705-90.4% | $4,887-78.9% |