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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 | $17,539 | $108,942-83.9% | $100,415-82.5% | $145,897-88.0% |
| Participation rate | 28.6% | 83.0%-54.4pp | 81.5%-52.9pp | 80.3%-51.7pp |
| Annual return | -13.45% | 58.27%-71.7pp | 49.47%-62.9pp | 552.29%-565.7pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,939 | $8,461-6.2% | $8,091-1.9% | $6,689+18.7% |
| Admin fee / account holder | $28,914 | $9,702+198.0% | $7,906+265.7% | $13,390+115.9% |