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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 | $48,119 | $138,114-65.2% | $125,391-61.6% | $134,545-64.2% |
| Participation rate | 57.9% | 84.5%-26.6pp | 82.4%-24.5pp | 81.2%-23.3pp |
| Annual return | -21.70% | 750.88%-772.6pp | 572.41%-594.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,026 | $7,801-9.9% | $7,448-5.7% | $6,401+9.8% |
| Admin fee / account holder | $3,172 | $11,570-72.6% | $10,009-68.3% | $11,431-72.3% |