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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 | $0 | $77,638-100.0% | $156,551-100.0% | $62,881-100.0% |
| Participation rate | 63.3% | 71.2%-7.9pp | 84.0%-20.7pp | 69.3%-6.0pp |
| Annual return | -109.00% | 50.33%-159.3pp | 32.23%-141.2pp | 20.14%-129.1pp |
| Employer contribution / active EE | $970 | $3,444-71.8% | $5,501-82.4% | $2,281-57.5% |
| Participant deferral / active EE | $1,139 | $3,046-62.6% | $4,871-76.6% | $3,203-64.4% |
| Admin fee / account holder | $1,303 | $5,561-76.6% | $13,028-90.0% | $4,296-69.7% |