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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 | $19,170 | $90,486-78.8% | $78,676-75.6% | $273,972-93.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | -100.69% | 75.62%-176.3pp | 62.19%-162.9pp | 41.46%-142.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,417 | $3,901+64.5% | $3,517+82.5% | $5,287+21.4% |
| Admin fee / account holder | $12,902 | $5,263+145.1% | $4,510+186.1% | $10,133+27.3% |