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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 | $19,635 | $103,038-80.9% | $90,324-78.3% | $152,909-87.2% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | -2.76% | 95.25%-98.0pp | 78.15%-80.9pp | 345.46%-348.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,286 | $4,282-70.0% | $3,885-66.9% | $5,851-78.0% |
| Admin fee / account holder | $1,164 | $6,177-81.2% | $5,356-78.3% | $11,601-90.0% |