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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 | $15,436 | $97,761-84.2% | $83,850-81.6% | $135,382-88.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -53.19% | 1287.44%-1340.6pp | 850.92%-904.1pp | 519.77%-573.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,068 | $4,682-55.8% | $4,082-49.3% | $5,609-63.1% |
| Admin fee / account holder | $11,063 | $6,674+65.8% | $5,478+101.9% | $10,829+2.2% |