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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 | $28,141 | $45,566-38.2% | $64,105-56.1% | $59,633-52.8% |
| Participation rate | 34.0% | 60.2%-26.2pp | 68.2%-34.2pp | 68.7%-34.7pp |
| Annual return | -2.96% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,199 | $2,057-41.7% | $2,822-57.5% | $3,192-62.4% |
| Admin fee / account holder | $1,150 | $3,268-64.8% | $4,499-74.4% | $4,297-73.2% |