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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 | $17,685 | $101,063-82.5% | $81,473-78.3% | $147,586-88.0% |
| Participation rate | 28.6% | 74.5%-45.9pp | 68.0%-39.4pp | 82.8%-54.3pp |
| Annual return | -2.49% | 32.41%-34.9pp | 38.78%-41.3pp | 578.59%-581.1pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $648 | $4,242-84.7% | $3,537-81.7% | $5,439-88.1% |
| Admin fee / account holder | $2,787 | $5,812-52.1% | $4,561-38.9% | $10,886-74.4% |