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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 | $19,811 | $57,352-65.5% | $83,831-76.4% | $64,173-69.1% |
| Participation rate | 31.6% | 68.6%-37.0pp | 76.1%-44.6pp | 69.6%-38.0pp |
| Annual return | -9.28% | 11.38%-20.7pp | 850.99%-860.3pp | 7.63%-16.9pp |
| Employer contribution / active EE | $3,757 | $2,546+47.6% | $3,631+3.5% | $2,381+57.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,366 | $4,046+57.3% | $5,479+16.2% | $4,887+30.2% |