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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 | $22,618 | $90,607-75.0% | $79,467-71.5% | $135,380-83.3% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -24.10% | 977.74%-1001.8pp | 718.30%-742.4pp | 519.81%-543.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,421 | $4,050-15.5% | $3,704-7.6% | $5,609-39.0% |
| Admin fee / account holder | $2,716 | $5,895-53.9% | $5,104-46.8% | $10,828-74.9% |