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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 | $11,223 | $99,995-88.8% | $85,063-86.8% | $145,978-92.3% |
| Participation rate | 31.3% | 74.1%-42.8pp | 67.5%-36.3pp | 80.3%-49.0pp |
| Annual return | -9.88% | 83.99%-93.9pp | 66.54%-76.4pp | 550.52%-560.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,263 | $5,295-76.1% | $4,523-72.1% | $6,690-81.1% |
| Admin fee / account holder | $901 | $7,255-87.6% | $6,155-85.4% | $13,400-93.3% |