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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 | $67,456 | $91,525-26.3% | $130,026-48.1% | $75,181-10.3% |
| Participation rate | 53.1% | 71.4%-18.3pp | 78.5%-25.4pp | 67.2%-14.1pp |
| Annual return | 6.55% | -631.40%+638.0pp | -137.26%+143.8pp | 160.69%-154.1pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,203 | $4,342-49.3% | $5,821-62.1% | $4,126-46.6% |
| Admin fee / account holder | $5,608 | $6,778-17.3% | $10,608-47.1% | $5,650-0.7% |