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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 | $16,283 | $95,188-82.9% | $76,518-78.7% | $135,380-88.0% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -21.22% | 4.85%-26.1pp | -0.27%-21.0pp | 519.81%-541.0pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $784 | $4,640-83.1% | $3,836-79.6% | $5,609-86.0% |
| Admin fee / account holder | $2,560 | $6,249-59.0% | $4,849-47.2% | $10,828-76.4% |