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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 | $49,277 | $82,674-40.4% | $125,381-60.7% | $68,486-28.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | -48.29% | -5.97%-42.3pp | 572.31%-620.6pp | -7.85%-40.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,178 | $6,111+82.9% | $7,448+50.1% | $4,028+177.5% |
| Admin fee / account holder | $967 | $6,277-84.6% | $10,007-90.3% | $5,404-82.1% |