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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 | $24,520 | $92,219-73.4% | $76,767-68.1% | $135,380-81.9% |
| Participation rate | 22.2% | 79.8%-57.5pp | 77.0%-54.7pp | 82.6%-60.4pp |
| Annual return | -24.43% | 5.46%-29.9pp | 2.43%-26.9pp | 519.81%-544.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,843 | $4,508-59.1% | $3,852-52.1% | $5,609-67.1% |
| Admin fee / account holder | $3,563 | $10,749-66.9% | $6,675-46.6% | $10,828-67.1% |