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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 | $50,713 | $48,274+5.1% | $63,244-19.8% | $59,633-15.0% |
| Participation rate | 48.0% | 66.3%-18.3pp | 71.0%-23.0pp | 68.7%-20.7pp |
| Annual return | -2.71% | -240.79%+238.1pp | -70.31%+67.6pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,076 | $2,343-54.1% | $2,953-63.6% | $3,192-66.3% |
| Admin fee / account holder | $4,253 | $3,600+18.1% | $5,893-27.8% | $4,297-1.0% |