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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 | $22,167 | $106,551-79.2% | $91,225-75.7% | $134,532-83.5% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -21.67% | 160.78%-182.4pp | 114.12%-135.8pp | 418.27%-439.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,321 | $4,718-72.0% | $4,233-68.8% | $6,401-79.4% |
| Admin fee / account holder | $690 | $6,234-88.9% | $5,422-87.3% | $11,429-94.0% |