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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 | $29,920 | $72,404-58.7% | $110,243-72.9% | $64,173-53.4% |
| Participation rate | 25.9% | 73.3%-47.4pp | 79.8%-53.9pp | 69.6%-43.6pp |
| Annual return | -8.58% | -6.29%-2.3pp | 314.76%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,179 | $3,469-37.2% | $4,672-53.4% | $3,470-37.2% |
| Admin fee / account holder | $5,504 | $5,664-2.8% | $8,548-35.6% | $4,887+12.6% |