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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 | $28,211 | $82,678-65.9% | $125,391-77.5% | $68,490-58.8% |
| Participation rate | 57.9% | 75.1%-17.2pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -29.51% | -5.97%-23.5pp | 572.41%-601.9pp | -7.85%-21.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,159 | $6,111+0.8% | $7,448-17.3% | $4,028+52.9% |
| Admin fee / account holder | $1,800 | $6,277-71.3% | $10,009-82.0% | $5,403-66.7% |