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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 | $13,134 | $94,439-86.1% | $73,658-82.2% | $154,746-91.5% |
| Participation rate | 13.3% | 64.7%-51.3pp | 57.0%-43.7pp | 80.7%-67.4pp |
| Annual return | -7.03% | 28.25%-35.3pp | 29.72%-36.7pp | 172.34%-179.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $355 | $2,527-85.9% | $2,062-82.8% | $6,730-94.7% |
| Admin fee / account holder | $731 | $3,843-81.0% | $3,357-78.2% | $14,365-94.9% |