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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 | $15,740 | $77,638-79.7% | $156,551-89.9% | $62,881-75.0% |
| Participation rate | 25.9% | 71.2%-45.3pp | 84.0%-58.2pp | 69.3%-43.4pp |
| Annual return | -10.95% | 50.33%-61.3pp | 32.23%-43.2pp | 20.14%-31.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,020 | $3,046-33.7% | $4,871-58.5% | $3,203-36.9% |
| Admin fee / account holder | $5,528 | $5,561-0.6% | $13,028-57.6% | $4,296+28.7% |