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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 | $16,374 | $84,684-80.7% | $73,835-77.8% | $125,388-86.9% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -8.50% | 3123.93%-3132.4pp | 2268.13%-2276.6pp | 282.24%-290.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,142 | $3,993-46.4% | $3,583-40.2% | $5,352-60.0% |
| Admin fee / account holder | $2,320 | $5,691-59.2% | $4,880-52.4% | $9,541-75.7% |