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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 | $81,232 | $91,537-11.3% | $130,045-37.5% | $75,173+8.1% |
| Participation rate | 38.9% | 71.5%-32.6pp | 78.5%-39.6pp | 67.2%-28.3pp |
| Annual return | -10.06% | -631.55%+621.5pp | -137.30%+127.2pp | 160.72%-170.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,078 | $4,343-52.2% | $5,820-64.3% | $4,126-49.6% |
| Admin fee / account holder | $1,766 | $6,780-74.0% | $10,600-83.3% | $5,651-68.7% |