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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 | $14,007 | $39,798-64.8% | $67,704-79.3% | $59,633-76.5% |
| Participation rate | 10.6% | 57.4%-46.7pp | 67.5%-56.9pp | 68.7%-58.0pp |
| Annual return | -53.30% | 89.94%-143.2pp | 25.41%-78.7pp | 2041.40%-2094.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,094 | $2,335+32.5% | $3,585-13.7% | $3,192-3.1% |
| Admin fee / account holder | $14,785 | $3,212+360.3% | $4,255+247.5% | $4,297+244.1% |