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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 | $43,237 | $49,199-12.1% | $121,204-64.3% | $75,173-42.5% |
| Participation rate | 67.6% | 55.4%+12.1pp | 69.5%-2.0pp | 67.2%+0.4pp |
| Annual return | -11.26% | 56.04%-67.3pp | 987.18%-998.4pp | 160.72%-172.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,305 | $2,630-12.4% | $4,083-43.5% | $4,126-44.1% |
| Admin fee / account holder | $2,487 | $3,946-37.0% | $5,651-56.0% | $5,651-56.0% |