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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 | $35,622 | $93,117-61.7% | $77,096-53.8% | $134,532-73.5% |
| Participation rate | 53.8% | 74.5%-20.6pp | 67.9%-14.1pp | 81.2%-27.4pp |
| Annual return | -25.22% | 62.67%-87.9pp | 42.35%-67.6pp | 418.27%-443.5pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,620 | $5,241+83.5% | $4,429+117.2% | $6,401+50.3% |
| Admin fee / account holder | $9,716 | $6,948+39.8% | $5,428+79.0% | $11,429-15.0% |