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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 | $33,037 | $135,645-75.6% | $110,243-70.0% | $135,380-75.6% |
| Participation rate | 23.5% | 83.5%-59.9pp | 79.8%-56.3pp | 82.6%-59.1pp |
| Annual return | -13.80% | 513.24%-527.0pp | 314.76%-328.6pp | 519.81%-533.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,504 | $5,507-54.5% | $4,672-46.4% | $5,609-55.4% |
| Admin fee / account holder | $30,069 | $11,458+162.4% | $8,548+251.8% | $10,828+177.7% |