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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 | $56,773 | $75,962-25.3% | $154,108-63.2% | $64,173-11.5% |
| Participation rate | 9.4% | 70.4%-61.0pp | 83.0%-73.7pp | 69.6%-60.2pp |
| Annual return | -8.08% | 30.32%-38.4pp | 735.21%-743.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $991 | $3,175-68.8% | $5,081-80.5% | $3,470-71.4% |
| Admin fee / account holder | $1,630 | $5,589-70.8% | $13,411-87.8% | $4,887-66.6% |