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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 | $16,509 | $75,962-78.3% | $154,108-89.3% | $64,173-74.3% |
| Participation rate | 45.9% | 70.4%-24.5pp | 83.0%-37.1pp | 69.6%-23.7pp |
| Annual return | -9.51% | 30.32%-39.8pp | 735.21%-744.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,435 | $3,175-54.8% | $5,081-71.7% | $3,470-58.6% |
| Admin fee / account holder | $1,559 | $5,589-72.1% | $13,411-88.4% | $4,887-68.1% |