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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 | $35,710 | $60,139-40.6% | $90,461-60.5% | $79,856-55.3% |
| Participation rate | 28.4% | 65.0%-36.6pp | 72.7%-44.3pp | 69.6%-41.3pp |
| Annual return | -1.67% | 71.96%-73.6pp | 1294.76%-1296.4pp | 31.71%-33.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $780 | $2,939-73.4% | $3,964-80.3% | $3,741-79.1% |
| Admin fee / account holder | $21,629 | $3,978+443.7% | $5,617+285.1% | $5,306+307.6% |