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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 | $88,301 | $58,320+51.4% | $86,439+2.2% | $66,930+31.9% |
| Participation rate | 34.7% | 78.6%-43.9pp | 80.3%-45.7pp | 69.8%-35.2pp |
| Annual return | -19.06% | -9.71%-9.3pp | 4395.55%-4414.6pp | 1.57%-20.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,789 | $6,899-45.1% | $6,952-45.5% | $4,238-10.6% |
| Admin fee / account holder | $7,235 | $546+1225.4% | $6,732+7.5% | $593+1119.2% |