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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 | $51,206 | $82,630-38.0% | $64,105-20.1% | $125,389-59.2% |
| Participation rate | 30.0% | 75.9%-45.9pp | 68.2%-38.2pp | 83.2%-53.2pp |
| Annual return | -4.81% | 1489.72%-1494.5pp | 791.24%-796.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $958 | $3,608-73.5% | $2,822-66.1% | $5,352-82.1% |
| Admin fee / account holder | $23,567 | $6,382+269.3% | $4,499+423.8% | $9,541+147.0% |