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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 | $11,336 | $97,125-88.3% | $86,233-86.9% | $137,256-91.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | -2.76% | 74.19%-76.9pp | 61.39%-64.1pp | 220.34%-223.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,777 | $5,180-27.1% | $4,559-17.2% | $6,407-41.1% |
| Admin fee / account holder | $15,254 | $9,725+56.9% | $8,342+82.9% | $12,270+24.3% |