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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 | $34,696 | $78,694-55.9% | $67,652-48.7% | $125,389-72.3% |
| Participation rate | 45.5% | 78.8%-33.4pp | 75.7%-30.2pp | 83.2%-37.7pp |
| Annual return | -3.71% | 9.46%-13.2pp | 6625.40%-6629.1pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,020 | $4,292+63.5% | $3,560+97.2% | $5,352+31.2% |
| Admin fee / account holder | $7,872 | $7,403+6.3% | $4,821+63.3% | $9,541-17.5% |