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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 | $14,395 | $54,239-73.5% | $70,098-79.5% | $68,495-79.0% |
| Participation rate | 27.7% | 64.5%-36.8pp | 70.5%-42.8pp | 67.9%-40.2pp |
| Annual return | -23.34% | -13.87%-9.5pp | 190.76%-214.1pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,164 | $2,957-60.6% | $3,849-69.8% | $4,028-71.1% |
| Admin fee / account holder | $459 | $4,691-90.2% | $6,266-92.7% | $5,403-91.5% |