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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 | $22,171 | $110,093-79.9% | $97,295-77.2% | $145,897-84.8% |
| Participation rate | 61.5% | 75.9%-14.4pp | 72.7%-11.1pp | 80.3%-18.8pp |
| Annual return | -6.12% | 244.76%-250.9pp | 75.62%-81.7pp | 552.29%-558.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,504 | $4,678-67.8% | $4,264-64.7% | $6,689-77.5% |
| Admin fee / account holder | $4,228 | $6,212-31.9% | $5,646-25.1% | $13,390-68.4% |