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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 | $0 | $93,617-100.0% | $135,982-100.0% | $75,177-100.0% |
| Participation rate | 28.6% | 75.2%-46.6pp | 81.9%-53.4pp | 67.2%-38.6pp |
| Annual return | -104.79% | 30.89%-135.7pp | 68.32%-173.1pp | 160.75%-265.5pp |
| Employer contribution / active EE | $1,322 | $3,538-62.7% | $4,859-72.8% | $2,671-50.5% |
| Participant deferral / active EE | $3,232 | $6,406-49.5% | $7,760-58.3% | $4,126-21.7% |
| Admin fee / account holder | $4,274 | $6,980-38.8% | $10,767-60.3% | $5,651-24.4% |