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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 | $70,328 | $84,464-16.7% | $61,399+14.5% | $134,509-47.7% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -39.98% | 585.06%-625.0pp | 338.81%-378.8pp | 418.13%-458.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,698 | $2,818+66.7% | $2,124+121.2% | $6,400-26.6% |
| Admin fee / account holder | $732 | $2,587-71.7% | $2,131-65.6% | $11,427-93.6% |