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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 | $30,574 | $157,304-80.6% | $141,197-78.3% | $152,909-80.0% |
| Participation rate | 35.0% | 84.8%-49.8pp | 82.5%-47.5pp | 82.5%-47.5pp |
| Annual return | -20.17% | 64.34%-84.5pp | 71.41%-91.6pp | 345.46%-365.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,357 | $7,111-52.8% | $6,710-50.0% | $5,851-42.6% |
| Admin fee / account holder | $50,490 | $12,126+316.4% | $10,265+391.9% | $11,601+335.2% |