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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 | $15,102 | $84,236-82.1% | $170,435-91.1% | $70,126-78.5% |
| Participation rate | 46.2% | 70.8%-24.7pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | -18.20% | 23.06%-41.3pp | 205.94%-224.1pp | 73.15%-91.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $851 | $3,086-72.4% | $4,939-82.8% | $3,332-74.5% |
| Admin fee / account holder | $5,771 | $5,698+1.3% | $13,881-58.4% | $4,645+24.2% |