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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 | $43,974 | $165,361-73.4% | $149,715-70.6% | $158,950-72.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | -54.84% | 348.24%-403.1pp | 276.66%-331.5pp | 302.91%-357.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,965 | $7,182-16.9% | $6,842-12.8% | $5,983-0.3% |
| Admin fee / account holder | $15,684 | $10,808+45.1% | $9,310+68.5% | $11,248+39.4% |