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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 | $67,151 | $49,199+36.5% | $121,204-44.6% | $75,173-10.7% |
| Participation rate | 30.8% | 55.4%-24.7pp | 69.5%-38.8pp | 67.2%-36.4pp |
| Annual return | -1.82% | 56.04%-57.9pp | 987.18%-989.0pp | 160.72%-162.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,198 | $2,630-54.4% | $4,083-70.6% | $4,126-71.0% |
| Admin fee / account holder | $9,197 | $3,946+133.1% | $5,651+62.7% | $5,651+62.8% |