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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 | $52,595 | $93,117-43.5% | $77,096-31.8% | $134,532-60.9% |
| Participation rate | 46.2% | 74.5%-28.3pp | 67.9%-21.8pp | 81.2%-35.1pp |
| Annual return | -24.03% | 62.67%-86.7pp | 42.35%-66.4pp | 418.27%-442.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,927 | $5,241-63.2% | $4,429-56.5% | $6,401-69.9% |
| Admin fee / account holder | $3,247 | $6,948-53.3% | $5,428-40.2% | $11,429-71.6% |