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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 | $20,325 | $75,962-73.2% | $154,108-86.8% | $64,173-68.3% |
| Participation rate | 48.0% | 70.4%-22.4pp | 83.0%-35.0pp | 69.6%-21.6pp |
| Annual return | -10.85% | 30.32%-41.2pp | 735.21%-746.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,952 | $3,175-38.5% | $5,081-61.6% | $3,470-43.7% |
| Admin fee / account holder | $350 | $5,589-93.7% | $13,411-97.4% | $4,887-92.8% |