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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 | $62,309 | $91,537-31.9% | $130,045-52.1% | $75,173-17.1% |
| Participation rate | 67.9% | 71.5%-3.6pp | 78.5%-10.6pp | 67.2%+0.7pp |
| Annual return | -6.36% | -631.55%+625.2pp | -137.30%+130.9pp | 160.72%-167.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,059 | $4,343-29.6% | $5,820-47.4% | $4,126-25.9% |
| Admin fee / account holder | $1,360 | $6,780-79.9% | $10,600-87.2% | $5,651-75.9% |