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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 | $19,571 | $40,275-51.4% | $57,356-65.9% | $59,633-67.2% |
| Participation rate | 42.6% | 69.1%-26.5pp | 75.1%-32.5pp | 68.7%-26.0pp |
| Annual return | -63.27% | 27.52%-90.8pp | 24.41%-87.7pp | 2041.45%-2104.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,700 | $2,400+95.9% | $3,162+48.7% | $3,192+47.3% |
| Admin fee / account holder | $9,215 | $2,820+226.7% | $3,357+174.5% | $4,297+114.5% |