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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 | $18,104 | $107,806-83.2% | $90,655-80.0% | $135,382-86.6% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -12.86% | -0.90%-12.0pp | 1.89%-14.7pp | 519.77%-532.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,111 | $3,872+83.6% | $3,425+107.6% | $5,609+26.8% |
| Admin fee / account holder | $2,418 | $5,931-59.2% | $4,994-51.6% | $10,829-77.7% |