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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 | $22,406 | $97,729-77.1% | $83,830-73.3% | $135,379-83.4% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -11.32% | 1287.52%-1298.8pp | 850.97%-862.3pp | 519.79%-531.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,203 | $4,683-74.3% | $4,082-70.5% | $5,609-78.6% |
| Admin fee / account holder | $948 | $6,674-85.8% | $5,479-82.7% | $10,828-91.2% |