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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 | $39,606 | $84,685-53.2% | $73,836-46.4% | $125,389-68.4% |
| Participation rate | 47.1% | 76.8%-29.7pp | 73.4%-26.4pp | 83.2%-36.1pp |
| Annual return | -4.01% | 3123.80%-3127.8pp | 2268.06%-2272.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $991 | $3,993-75.2% | $3,583-72.3% | $5,352-81.5% |
| Admin fee / account holder | $615 | $5,694-89.2% | $4,882-87.4% | $9,541-93.6% |