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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 | $12,152 | $103,957-88.3% | $69,182-82.4% | $273,968-95.6% |
| Participation rate | 5.0% | 67.4%-62.4pp | 55.1%-50.1pp | 83.0%-78.0pp |
| Annual return | -25.37% | 35.28%-60.7pp | -21.94%-3.4pp | 41.45%-66.8pp |
| Employer contribution / active EE | $16 | $1,781-99.1% | $1,205-98.7% | $4,869-99.7% |
| Participant deferral / active EE | $98 | $2,716-96.4% | $1,896-94.8% | $5,287-98.1% |
| Admin fee / account holder | $4,903 | $3,671+33.6% | $2,697+81.8% | $10,132-51.6% |