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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 | $18,212 | $75,832-76.0% | $147,617-87.7% | $59,633-69.5% |
| Participation rate | 53.3% | 71.6%-18.2pp | 84.6%-31.3pp | 68.7%-15.3pp |
| Annual return | -4.00% | 0.37%-4.4pp | 61.98%-66.0pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,030 | $3,131-67.1% | $4,895-79.0% | $3,192-67.7% |
| Admin fee / account holder | $3,916 | $5,986-34.6% | $11,612-66.3% | $4,297-8.9% |