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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 | $27,915 | $75,959-63.2% | $154,114-81.9% | $64,181-56.5% |
| Participation rate | 18.1% | 70.4%-52.3pp | 83.0%-65.0pp | 69.6%-51.5pp |
| Annual return | -9.36% | 30.32%-39.7pp | 735.16%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $957 | $3,175-69.9% | $5,081-81.2% | $3,470-72.4% |
| Admin fee / account holder | $918 | $5,589-83.6% | $13,411-93.2% | $4,887-81.2% |