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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 | $27,192 | $75,962-64.2% | $154,111-82.4% | $64,173-57.6% |
| Participation rate | 39.6% | 70.4%-30.8pp | 83.0%-43.5pp | 69.6%-30.0pp |
| Annual return | -10.23% | 30.32%-40.6pp | 735.18%-745.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,435 | $3,175-23.3% | $5,081-52.1% | $3,470-29.8% |
| Admin fee / account holder | $5,544 | $5,589-0.8% | $13,411-58.7% | $4,887+13.4% |