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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 | $24,321 | $87,016-72.0% | $63,244-61.5% | $125,389-80.6% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | -7.93% | 21.71%-29.6pp | -70.31%+62.4pp | 282.24%-290.2pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,831 | $3,939-28.1% | $2,953-4.1% | $5,352-47.1% |
| Admin fee / account holder | $474 | $11,954-96.0% | $5,893-92.0% | $9,541-95.0% |