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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 | $38,561 | $160,040-75.9% | $147,096-73.8% | $145,877-73.6% |
| Participation rate | 15.0% | 84.0%-69.0pp | 82.2%-67.2pp | 80.3%-65.3pp |
| Annual return | -22.94% | 98.49%-121.4pp | 419.75%-442.7pp | 551.28%-574.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,189 | $8,429-62.2% | $8,071-60.5% | $6,691-52.3% |
| Admin fee / account holder | $31,838 | $15,050+111.5% | $13,005+144.8% | $13,402+137.6% |