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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 | $54,122 | $92,684-41.6% | $82,706-34.6% | $134,509-59.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -25.97% | 945.84%-971.8pp | 701.76%-727.7pp | 418.13%-444.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,882 | $4,800+168.4% | $4,394+193.2% | $6,400+101.3% |
| Admin fee / account holder | $3,289 | $5,982-45.0% | $5,329-38.3% | $11,427-71.2% |