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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 | $21,805 | $83,908-74.0% | $68,509-68.2% | $125,388-82.6% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | -31.50% | 14.48%-46.0pp | 8.27%-39.8pp | 282.24%-313.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,212 | $4,125-70.6% | $3,382-64.2% | $5,352-77.4% |
| Admin fee / account holder | $7,500 | $8,982-16.5% | $5,275+42.2% | $9,541-21.4% |