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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 | $26,921 | $135,645-80.2% | $110,243-75.6% | $135,379-80.1% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.8%-26.0pp | 82.6%-28.8pp |
| Annual return | -18.94% | 513.24%-532.2pp | 314.76%-333.7pp | 519.79%-538.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,125 | $5,507-43.3% | $4,672-33.1% | $5,609-44.3% |
| Admin fee / account holder | $2,242 | $11,458-80.4% | $8,548-73.8% | $10,828-79.3% |