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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 | $20,804 | $59,107-64.8% | $86,439-75.9% | $68,495-69.6% |
| Participation rate | 19.2% | 75.2%-56.0pp | 80.3%-61.1pp | 67.9%-48.7pp |
| Annual return | -21.24% | -0.23%-21.0pp | 4395.55%-4416.8pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,139 | $5,901-46.8% | $6,952-54.8% | $4,028-22.1% |
| Admin fee / account holder | $387 | $5,637-93.1% | $6,732-94.3% | $5,403-92.8% |