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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 | $38,683 | $68,394-43.4% | $94,672-59.1% | $75,177-48.5% |
| Participation rate | 13.3% | 76.1%-62.7pp | 80.8%-67.5pp | 67.2%-53.9pp |
| Annual return | -13.35% | 616.92%-630.3pp | 156.89%-170.2pp | 160.75%-174.1pp |
| Employer contribution / active EE | $2,795 | $2,701+3.5% | $3,673-23.9% | $2,671+4.6% |
| Participant deferral / active EE | $4,732 | $6,536-27.6% | $7,417-36.2% | $4,126+14.7% |
| Admin fee / account holder | $15,182 | $5,326+185.1% | $7,222+110.2% | $5,651+168.7% |