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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 | $15,977 | $92,743-82.8% | $82,744-80.7% | $134,532-88.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -23.56% | 946.63%-970.2pp | 702.22%-725.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,439 | $4,802-7.5% | $4,395+1.0% | $6,401-30.6% |
| Admin fee / account holder | $3,894 | $5,977-34.9% | $5,325-26.9% | $11,429-65.9% |