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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 | $15,578 | $93,098-83.3% | $77,081-79.8% | $134,509-88.4% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.3pp | 81.2%-52.7pp |
| Annual return | -35.93% | 62.63%-98.6pp | 42.33%-78.3pp | 418.13%-454.1pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,789 | $5,239-65.9% | $4,428-59.6% | $6,400-72.0% |
| Admin fee / account holder | $3,570 | $6,945-48.6% | $5,427-34.2% | $11,427-68.8% |