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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 | $57,941 | $82,678-29.9% | $125,391-53.8% | $68,490-15.4% |
| Participation rate | 35.5% | 75.1%-39.5pp | 82.4%-46.9pp | 67.9%-32.4pp |
| Annual return | -21.82% | -5.97%-15.9pp | 572.41%-594.2pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,782 | $6,111-54.5% | $7,448-62.6% | $4,028-30.9% |
| Admin fee / account holder | $7,674 | $6,277+22.2% | $10,009-23.3% | $5,403+42.0% |