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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 | $21,889 | $82,678-73.5% | $125,391-82.5% | $68,490-68.0% |
| Participation rate | 58.1% | 75.1%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -24.92% | -5.97%-18.9pp | 572.41%-597.3pp | -7.85%-17.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,329 | $6,111-12.8% | $7,448-28.5% | $4,028+32.3% |
| Admin fee / account holder | $3,447 | $6,277-45.1% | $10,009-65.6% | $5,403-36.2% |