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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 | $30,770 | $92,743-66.8% | $82,744-62.8% | $134,532-77.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -25.96% | 946.63%-972.6pp | 702.22%-728.2pp | 418.27%-444.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,271 | $4,802-52.7% | $4,395-48.3% | $6,401-64.5% |
| Admin fee / account holder | $2,327 | $5,977-61.1% | $5,325-56.3% | $11,429-79.6% |