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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 | $43,940 | $82,674-46.9% | $125,381-65.0% | $68,486-35.8% |
| Participation rate | 60.5% | 75.1%-14.5pp | 82.4%-21.9pp | 67.9%-7.4pp |
| Annual return | -81.89% | -5.97%-75.9pp | 572.31%-654.2pp | -7.85%-74.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,097 | $6,111+16.1% | $7,448-4.7% | $4,028+76.2% |
| Admin fee / account holder | $8,639 | $6,277+37.6% | $10,007-13.7% | $5,404+59.9% |