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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 | $20,499 | $225,673-90.9% | $203,872-89.9% | $155,188-86.8% |
| Participation rate | 20.0% | 80.3%-60.3pp | 77.8%-57.8pp | 80.8%-60.8pp |
| Annual return | -1.54% | 95.91%-97.5pp | 85.11%-86.6pp | 148.84%-150.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,155 | $6,893-83.2% | $6,388-81.9% | $6,531-82.3% |
| Admin fee / account holder | $180,826 | $12,327+1366.9% | $11,730+1441.5% | $14,480+1148.8% |