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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 | $20,126 | $105,861-81.0% | $90,756-77.8% | $134,509-85.0% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -21.87% | -10.99%-10.9pp | -12.16%-9.7pp | 418.13%-440.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,379 | $5,217+60.6% | $4,565+83.6% | $6,400+30.9% |
| Admin fee / account holder | $1,266 | $13,938-90.9% | $8,445-85.0% | $11,427-88.9% |