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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 | $11,158 | $109,372-89.8% | $89,414-87.5% | $158,966-93.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | -3.92% | 345.55%-349.5pp | 245.50%-249.4pp | 302.95%-306.9pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,018 | $4,598-77.9% | $3,890-73.8% | $5,983-83.0% |
| Admin fee / account holder | $88,636 | $6,156+1339.8% | $4,883+1715.1% | $11,250+687.9% |