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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 | $18,891 | $84,551-77.7% | $61,452-69.3% | $134,532-86.0% |
| Participation rate | 18.8% | 62.2%-43.4pp | 52.6%-33.8pp | 81.2%-62.5pp |
| Annual return | -35.67% | 585.39%-621.1pp | 338.96%-374.6pp | 418.27%-453.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,212 | $2,818-57.0% | $2,125-43.0% | $6,401-81.1% |
| Admin fee / account holder | $3,429 | $2,587+32.5% | $2,131+60.9% | $11,429-70.0% |