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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 | $26,536 | $107,941-75.4% | $91,994-71.2% | $152,909-82.6% |
| Participation rate | 44.4% | 81.2%-36.7pp | 78.6%-34.2pp | 82.5%-38.0pp |
| Annual return | -26.59% | 89.28%-115.9pp | 69.04%-95.6pp | 345.46%-372.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,543 | $6,366-44.3% | $5,924-40.2% | $5,851-39.5% |
| Admin fee / account holder | $826 | $10,521-92.1% | $7,744-89.3% | $11,601-92.9% |