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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 | $42,465 | $75,832-44.0% | $147,617-71.2% | $59,633-28.8% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -84.71% | 0.37%-85.1pp | 61.98%-146.7pp | 2041.45%-2126.2pp |
| Employer contribution / active EE | $18,080 | $3,485+418.8% | $5,564+224.9% | $2,203+720.8% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,023 | $5,986+17.3% | $11,612-39.5% | $4,297+63.4% |