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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 | $23,478 | $167,353-86.0% | $143,797-83.7% | $134,545-82.6% |
| Participation rate | 31.3% | 84.8%-53.6pp | 80.3%-49.1pp | 81.2%-50.0pp |
| Annual return | -38.01% | 0.48%-38.5pp | -0.04%-38.0pp | 418.37%-456.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,052 | $6,447-52.7% | $5,638-45.9% | $6,401-52.3% |
| Admin fee / account holder | $4,358 | $18,096-75.9% | $14,679-70.3% | $11,431-61.9% |