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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 | $15,927 | $106,551-85.1% | $91,225-82.5% | $134,532-88.2% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | -118.78% | 160.78%-279.6pp | 114.12%-232.9pp | 418.27%-537.0pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,805 | $4,718+65.4% | $4,233+84.4% | $6,401+21.9% |
| Admin fee / account holder | $19,972 | $6,234+220.3% | $5,422+268.3% | $11,429+74.8% |