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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 | $28,413 | $82,674-65.6% | $125,381-77.3% | $68,486-58.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -20.33% | -5.97%-14.4pp | 572.31%-592.6pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,879 | $6,111+12.6% | $7,448-7.6% | $4,028+70.8% |
| Admin fee / account holder | $5,367 | $6,277-14.5% | $10,007-46.4% | $5,404-0.7% |