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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 | $29,092 | $88,710-67.2% | $81,783-64.4% | $145,959-80.1% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.4%-25.0pp | 80.3%-32.9pp |
| Annual return | -15.02% | 1027.26%-1042.3pp | 775.05%-790.1pp | 561.95%-577.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,229 | $4,645-30.5% | $4,320-25.3% | $6,689-51.7% |
| Admin fee / account holder | $46,996 | $8,407+459.0% | $7,380+536.8% | $13,398+250.8% |