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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 | $23,659 | $152,542-84.5% | $117,498-79.9% | $134,509-82.4% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -36.56% | 53.02%-89.6pp | 29.75%-66.3pp | 418.13%-454.7pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,020 | $4,819+45.7% | $4,071+72.4% | $6,400+9.7% |
| Admin fee / account holder | $2,224 | $7,006-68.3% | $5,646-60.6% | $11,427-80.5% |