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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 | $28,020 | $54,355-48.4% | $82,744-66.1% | $68,486-59.1% |
| Participation rate | 59.5% | 63.9%-4.5pp | 72.6%-13.1pp | 67.9%-8.4pp |
| Annual return | -19.75% | -13.67%-6.1pp | 702.22%-722.0pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,819 | $3,246-44.0% | $4,395-58.6% | $4,028-54.8% |
| Admin fee / account holder | $1,150 | $4,397-73.9% | $5,325-78.4% | $5,404-78.7% |