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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 | $35,820 | $82,674-56.7% | $125,381-71.4% | $68,486-47.7% |
| Participation rate | 18.8% | 75.1%-56.3pp | 82.4%-63.6pp | 67.9%-49.1pp |
| Annual return | -19.79% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,632 | $6,111-56.9% | $7,448-64.7% | $4,028-34.7% |
| Admin fee / account holder | $2,743 | $6,277-56.3% | $10,007-72.6% | $5,404-49.2% |