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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 | $108,922-83.9% | $100,398-82.5% | $145,978-88.0% |
| Participation rate | 28.6% | 83.0%-54.4pp | 81.5%-52.9pp | 80.3%-51.7pp |
| Annual return | -13.45% | 58.04%-71.5pp | 49.32%-62.8pp | 550.52%-564.0pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,939 | $8,450-6.0% | $8,084-1.8% | $6,690+18.7% |
| Admin fee / account holder | $28,914 | $9,680+198.7% | $7,893+266.3% | $13,400+115.8% |