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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 | $26,562 | $89,364-70.3% | $141,177-81.2% | $72,983-63.6% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | -38.02% | 111.86%-149.9pp | 71.40%-109.4pp | 81.01%-119.0pp |
| Employer contribution / active EE | $1,666 | $3,115-46.5% | $4,736-64.8% | $2,440-31.7% |
| Participant deferral / active EE | $3,494 | $5,419-35.5% | $6,710-47.9% | $3,608-3.1% |
| Admin fee / account holder | $6,657 | $5,959+11.7% | $10,263-35.1% | $5,124+29.9% |