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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 | $25,174 | $57,140-55.9% | $85,240-70.5% | $80,959-68.9% |
| Participation rate | 6.5% | 56.4%-50.0pp | 67.5%-61.1pp | 67.7%-61.2pp |
| Annual return | -46.91% | 21.71%-68.6pp | 66.75%-113.7pp | 35.67%-82.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $923 | $3,115-70.4% | $4,527-79.6% | $4,300-78.5% |
| Admin fee / account holder | $11,746 | $4,992+135.3% | $6,165+90.5% | $6,925+69.6% |