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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 | $28,697 | $106,557-73.1% | $91,227-68.5% | $134,545-78.7% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -21.53% | 160.81%-182.3pp | 114.14%-135.7pp | 418.37%-439.9pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,968 | $4,719-58.3% | $4,234-53.5% | $6,401-69.3% |
| Admin fee / account holder | $329 | $6,235-94.7% | $5,423-93.9% | $11,431-97.1% |