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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 | $12,803 | $53,546-76.1% | $69,884-81.7% | $68,486-81.3% |
| Participation rate | 59.3% | 64.5%-5.2pp | 70.5%-11.2pp | 67.9%-8.6pp |
| Annual return | -19.56% | -13.87%-5.7pp | 190.81%-210.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,189 | $2,957-26.0% | $3,848-43.1% | $4,028-45.6% |
| Admin fee / account holder | $701 | $4,693-85.1% | $6,266-88.8% | $5,404-87.0% |