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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 | $16,002 | $172,111-90.7% | $150,298-89.4% | $137,256-88.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | -46.42% | 69.37%-115.8pp | 62.79%-109.2pp | 220.34%-266.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,474 | $6,166+5.0% | $5,453+18.7% | $6,407+1.0% |
| Admin fee / account holder | $8,801 | $16,471-46.6% | $14,116-37.7% | $12,270-28.3% |