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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 | $33,428 | $138,075-75.8% | $123,552-72.9% | $135,379-75.3% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -18.56% | 153.70%-172.3pp | 119.20%-137.8pp | 519.79%-538.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,388 | $6,800-64.9% | $6,426-62.8% | $5,609-57.4% |
| Admin fee / account holder | $2,555 | $10,917-76.6% | $9,285-72.5% | $10,828-76.4% |