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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 | $12,964 | $90,486-85.7% | $78,676-83.5% | $273,972-95.3% |
| Participation rate | 46.7% | 76.5%-29.9pp | 73.6%-26.9pp | 83.0%-36.3pp |
| Annual return | -3.14% | 75.62%-78.8pp | 62.19%-65.3pp | 41.46%-44.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $605 | $3,901-84.5% | $3,517-82.8% | $5,287-88.6% |
| Admin fee / account holder | $1,814 | $5,263-65.5% | $4,510-59.8% | $10,133-82.1% |