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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 | $20,838 | $54,370-61.7% | $82,763-74.8% | $68,490-69.6% |
| Participation rate | 13.3% | 63.9%-50.6pp | 72.6%-59.2pp | 67.9%-54.6pp |
| Annual return | -23.61% | -13.67%-9.9pp | 702.45%-726.1pp | -7.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,738 | $3,247-46.5% | $4,395-60.4% | $4,028-56.8% |
| Admin fee / account holder | $1,891 | $4,398-57.0% | $5,325-64.5% | $5,403-65.0% |