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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 | $34,106 | $92,766-63.2% | $82,763-58.8% | $134,545-74.7% |
| Participation rate | 17.6% | 75.2%-57.6pp | 72.6%-54.9pp | 81.2%-63.6pp |
| Annual return | -25.09% | 946.97%-972.1pp | 702.45%-727.5pp | 418.37%-443.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,206 | $4,802-74.9% | $4,395-72.6% | $6,401-81.2% |
| Admin fee / account holder | $7,848 | $5,978+31.3% | $5,325+47.4% | $11,431-31.3% |