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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 | $11,003 | $73,863-85.1% | $143,797-92.3% | $68,490-83.9% |
| Participation rate | 25.7% | 66.7%-41.0pp | 80.3%-54.6pp | 67.9%-42.2pp |
| Annual return | -25.19% | 0.91%-26.1pp | -0.04%-25.2pp | -7.85%-17.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,690 | $3,385-50.1% | $5,638-70.0% | $4,028-58.1% |
| Admin fee / account holder | $1,164 | $5,756-79.8% | $14,679-92.1% | $5,403-78.5% |