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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 | $44,712 | $54,355-17.7% | $82,744-46.0% | $68,486-34.7% |
| Participation rate | 7.4% | 63.9%-56.5pp | 72.6%-65.2pp | 67.9%-60.5pp |
| Annual return | -19.57% | -13.67%-5.9pp | 702.22%-721.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,333 | $3,246-58.9% | $4,395-69.7% | $4,028-66.9% |
| Admin fee / account holder | $5,302 | $4,397+20.6% | $5,325-0.4% | $5,404-1.9% |