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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 | $16,247 | $105,866-84.7% | $90,766-82.1% | $134,545-87.9% |
| Participation rate | 13.0% | 78.3%-65.2pp | 75.7%-62.7pp | 81.2%-68.2pp |
| Annual return | -34.17% | -10.99%-23.2pp | -12.16%-22.0pp | 418.37%-452.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,447 | $5,217-53.1% | $4,565-46.4% | $6,401-61.8% |
| Admin fee / account holder | $7,868 | $13,938-43.6% | $8,446-6.8% | $11,431-31.2% |