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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 | $15,332 | $47,977-68.0% | $154,108-90.1% | $56,289-72.8% |
| Participation rate | 35.2% | 66.2%-31.0pp | 83.0%-47.9pp | 69.9%-34.7pp |
| Annual return | -13.20% | 3.54%-16.7pp | 735.21%-748.4pp | -9.96%-3.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,160 | $2,392-9.7% | $5,081-57.5% | $3,350-35.5% |
| Admin fee / account holder | $1,243 | $438+183.7% | $13,411-90.7% | $521+138.7% |