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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 | $23,693 | $49,177-51.8% | $79,466-70.2% | $64,173-63.1% |
| Participation rate | 52.0% | 65.0%-13.0pp | 73.3%-21.3pp | 69.6%-17.6pp |
| Annual return | -8.95% | -1.16%-7.8pp | 718.28%-727.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,833 | $2,821-35.0% | $3,704-50.5% | $3,470-47.2% |
| Admin fee / account holder | $1,644 | $3,839-57.2% | $5,104-67.8% | $4,887-66.4% |