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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 | $15,100 | $133,981-88.7% | $112,249-86.5% | $134,532-88.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.12% | 47.16%-68.3pp | 27.48%-48.6pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,093 | $5,292-60.5% | $4,729-55.7% | $6,401-67.3% |
| Admin fee / account holder | $436 | $7,492-94.2% | $6,412-93.2% | $11,429-96.2% |