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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 | $15,827 | $75,828-79.1% | $147,617-89.3% | $59,632-73.5% |
| Participation rate | 15.8% | 71.6%-55.8pp | 84.6%-68.8pp | 68.7%-52.9pp |
| Annual return | -3.58% | 0.37%-3.9pp | 61.98%-65.6pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $875 | $3,130-72.0% | $4,895-82.1% | $3,192-72.6% |
| Admin fee / account holder | $2,504 | $5,985-58.2% | $11,611-78.4% | $4,297-41.7% |