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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 | $15,302 | $69,012-77.8% | $160,009-90.4% | $68,486-77.7% |
| Participation rate | 11.8% | 65.4%-53.7pp | 78.0%-66.2pp | 67.9%-56.1pp |
| Annual return | -22.32% | -9.65%-12.7pp | 408.85%-431.2pp | -7.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,586 | $4,212-62.4% | $6,183-74.4% | $4,028-60.6% |
| Admin fee / account holder | $3,559 | $4,798-25.8% | $8,715-59.2% | $5,404-34.1% |