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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 | $9,087 | $108,882-91.7% | $96,754-90.6% | $154,746-94.1% |
| Participation rate | 22.2% | 75.1%-52.9pp | 70.3%-48.1pp | 80.7%-58.5pp |
| Annual return | -29.39% | 98.39%-127.8pp | 82.04%-111.4pp | 172.34%-201.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,819 | $5,323-65.8% | $4,758-61.8% | $6,730-73.0% |
| Admin fee / account holder | $1,016 | $10,200-90.0% | $8,905-88.6% | $14,365-92.9% |