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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 | $15,182 | $84,685-82.1% | $73,836-79.4% | $125,389-87.9% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -14.17% | 3123.80%-3138.0pp | 2268.06%-2282.2pp | 282.24%-296.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,306 | $3,993+32.9% | $3,583+48.1% | $5,352-0.8% |
| Admin fee / account holder | $1,470 | $5,694-74.2% | $4,882-69.9% | $9,541-84.6% |