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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 | $41,972 | $95,979-56.3% | $74,551-43.7% | $135,380-69.0% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -10.60% | 56.97%-67.6pp | 32.53%-43.1pp | 519.81%-530.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $899 | $3,844-76.6% | $3,108-71.1% | $5,609-84.0% |
| Admin fee / account holder | $1,107 | $6,522-83.0% | $5,059-78.1% | $10,828-89.8% |