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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 | $20,548 | $92,766-77.8% | $82,763-75.2% | $134,545-84.7% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.4pp | 81.2%-63.1pp |
| Annual return | -31.61% | 946.97%-978.6pp | 702.45%-734.1pp | 418.37%-450.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,728 | $4,802-64.0% | $4,395-60.7% | $6,401-73.0% |
| Admin fee / account holder | $3,438 | $5,978-42.5% | $5,325-35.4% | $11,431-69.9% |