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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 | $21,422 | $142,392-85.0% | $119,622-82.1% | $134,532-84.1% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -30.06% | -12.46%-17.6pp | -14.98%-15.1pp | 418.27%-448.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,621 | $6,467-44.0% | $5,601-35.3% | $6,401-43.4% |
| Admin fee / account holder | $2,684 | $13,593-80.3% | $10,328-74.0% | $11,429-76.5% |