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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 | $22,090 | $97,881-77.4% | $80,004-72.4% | $125,388-82.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 73.0%-48.0pp | 83.2%-58.2pp |
| Annual return | -6.36% | 9.36%-15.7pp | 7.63%-14.0pp | 282.24%-288.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,500 | $6,278-76.1% | $5,033-70.2% | $9,541-84.3% |