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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 | $92,684-91.5% | $82,706-90.5% | $134,509-94.1% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -33.99% | 945.84%-979.8pp | 701.76%-735.8pp | 418.13%-452.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,816 | $4,800-62.2% | $4,394-58.7% | $6,400-71.6% |
| Admin fee / account holder | $1,659 | $5,982-72.3% | $5,329-68.9% | $11,427-85.5% |