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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 | $55,013 | $69,518-20.9% | $59,887-8.1% | $135,379-59.4% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.7%-52.5pp | 82.6%-60.4pp |
| Annual return | -10.96% | 7.95%-18.9pp | 3.46%-14.4pp | 519.79%-530.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $534 | $5,734-90.7% | $3,591-85.1% | $10,828-95.1% |