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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 | $15,015 | $84,628-82.3% | $61,501-75.6% | $134,545-88.8% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -22.88% | 585.61%-608.5pp | 339.04%-361.9pp | 418.37%-441.2pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,025 | $2,819+7.3% | $2,125+42.4% | $6,401-52.7% |
| Admin fee / account holder | $717 | $2,587-72.3% | $2,132-66.3% | $11,431-93.7% |