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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 | $13,880 | $54,357-74.5% | $82,706-83.2% | $68,495-79.7% |
| Participation rate | 34.6% | 63.9%-29.3pp | 72.6%-37.9pp | 67.9%-33.3pp |
| Annual return | -27.01% | -13.67%-13.3pp | 701.76%-728.8pp | -7.84%-19.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,257 | $3,246-30.5% | $4,394-48.6% | $4,028-44.0% |
| Admin fee / account holder | $1,428 | $4,396-67.5% | $5,329-73.2% | $5,403-73.6% |