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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 | $38,070 | $49,177-22.6% | $79,467-52.1% | $64,173-40.7% |
| Participation rate | 11.3% | 65.0%-53.8pp | 73.3%-62.1pp | 69.6%-58.3pp |
| Annual return | -8.28% | -1.16%-7.1pp | 718.30%-726.6pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,173 | $2,821-23.0% | $3,704-41.3% | $3,470-37.4% |
| Admin fee / account holder | $1,065 | $3,839-72.3% | $5,104-79.1% | $4,887-78.2% |