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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 | $15,630 | $90,486-82.7% | $78,676-80.1% | $273,972-94.3% |
| Participation rate | 53.3% | 76.5%-23.2pp | 73.6%-20.2pp | 83.0%-29.7pp |
| Annual return | -13.89% | 75.62%-89.5pp | 62.19%-76.1pp | 41.46%-55.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,905 | $3,901-51.2% | $3,517-45.8% | $5,287-64.0% |
| Admin fee / account holder | $2,500 | $5,263-52.5% | $4,510-44.6% | $10,133-75.3% |