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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 | $25,102 | $82,674-69.6% | $125,363-80.0% | $68,495-63.4% |
| Participation rate | 21.9% | 75.0%-53.2pp | 82.4%-60.5pp | 67.9%-46.0pp |
| Annual return | -53.11% | -5.97%-47.1pp | 572.15%-625.3pp | -7.84%-45.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,727 | $6,111+26.4% | $7,447+3.8% | $4,028+91.8% |
| Admin fee / account holder | $3,070 | $6,276-51.1% | $10,005-69.3% | $5,403-43.2% |