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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 | $36,156 | $78,694-54.1% | $67,652-46.6% | $125,389-71.2% |
| Participation rate | 54.5% | 78.8%-24.3pp | 75.7%-21.1pp | 83.2%-28.6pp |
| Annual return | -4.42% | 9.46%-13.9pp | 6625.40%-6629.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,732 | $4,292-59.6% | $3,560-51.3% | $5,352-67.6% |
| Admin fee / account holder | $3,287 | $7,403-55.6% | $4,821-31.8% | $9,541-65.5% |