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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 | $24,176 | $55,449-56.4% | $83,831-71.2% | $56,289-57.1% |
| Participation rate | 35.6% | 68.0%-32.4pp | 76.1%-40.6pp | 69.9%-34.3pp |
| Annual return | -8.45% | -1.38%-7.1pp | 850.99%-859.4pp | -9.96%+1.5pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,568 | $2,935-12.5% | $4,082-37.1% | $3,350-23.3% |
| Admin fee / account holder | $2,929 | $656+346.5% | $5,479-46.5% | $521+462.3% |