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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 | $32,982 | $78,694-58.1% | $67,653-51.2% | $125,388-73.7% |
| Participation rate | 25.0% | 78.8%-53.8pp | 75.7%-50.7pp | 83.2%-58.2pp |
| Annual return | -3.56% | 9.46%-13.0pp | 6625.22%-6628.8pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,554 | $4,292-17.2% | $3,560-0.2% | $5,352-33.6% |
| Admin fee / account holder | $550 | $7,403-92.6% | $4,821-88.6% | $9,541-94.2% |