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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 | $13,791 | $54,355-74.6% | $82,744-83.3% | $68,486-79.9% |
| Participation rate | 46.2% | 63.9%-17.8pp | 72.6%-26.4pp | 67.9%-21.7pp |
| Annual return | -23.08% | -13.67%-9.4pp | 702.22%-725.3pp | -7.85%-15.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,939 | $3,246-40.3% | $4,395-55.9% | $4,028-51.8% |
| Admin fee / account holder | $1,113 | $4,397-74.7% | $5,325-79.1% | $5,404-79.4% |