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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 | $102,538 | $106,905-4.1% | $84,020+22.0% | $152,885-32.9% |
| Participation rate | 16.7% | 75.2%-58.6pp | 69.0%-52.3pp | 82.5%-65.8pp |
| Annual return | -64.99% | 105.00%-170.0pp | 71.31%-136.3pp | 345.39%-410.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $574 | $8,287-93.1% | $6,101-90.6% | $11,598-95.1% |