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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 | $39,413 | $84,685-53.5% | $73,836-46.6% | $125,389-68.6% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | -4.78% | 3123.80%-3128.6pp | 2268.06%-2272.8pp | 282.24%-287.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,791 | $3,993-55.1% | $3,583-50.0% | $5,352-66.5% |
| Admin fee / account holder | $1,492 | $5,694-73.8% | $4,882-69.4% | $9,541-84.4% |