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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 | $13,593 | $100,139-86.4% | $85,187-84.0% | $145,884-90.7% |
| Participation rate | 18.2% | 74.1%-55.9pp | 67.5%-49.3pp | 80.3%-62.1pp |
| Annual return | -14.76% | 84.15%-98.9pp | 66.67%-81.4pp | 551.85%-566.6pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,908 | $5,296-64.0% | $4,525-57.8% | $6,690-71.5% |
| Admin fee / account holder | $14,387 | $7,262+98.1% | $6,162+133.5% | $13,392+7.4% |