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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 | $36,171 | $72,404-50.0% | $110,243-67.2% | $64,173-43.6% |
| Participation rate | 58.2% | 73.3%-15.2pp | 79.8%-21.6pp | 69.6%-11.4pp |
| Annual return | -46.98% | -6.29%-40.7pp | 314.76%-361.7pp | 7.63%-54.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,568 | $3,469+2.8% | $4,672-23.6% | $3,470+2.8% |
| Admin fee / account holder | $618 | $5,664-89.1% | $8,548-92.8% | $4,887-87.4% |