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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 | $7,895 | $92,743-91.5% | $82,744-90.5% | $134,532-94.1% |
| Participation rate | 56.3% | 75.2%-19.0pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -33.99% | 946.63%-980.6pp | 702.22%-736.2pp | 418.27%-452.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,816 | $4,802-62.2% | $4,395-58.7% | $6,401-71.6% |
| Admin fee / account holder | $1,659 | $5,977-72.2% | $5,325-68.8% | $11,429-85.5% |