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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 | $23,060 | $138,072-83.3% | $123,549-81.3% | $135,382-83.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -25.36% | 153.69%-179.1pp | 119.20%-144.6pp | 519.77%-545.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,800 | $6,799-29.4% | $6,426-25.3% | $5,609-14.4% |
| Admin fee / account holder | $7,988 | $10,917-26.8% | $9,284-14.0% | $10,829-26.2% |