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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 | $29,979 | $97,761-69.3% | $83,850-64.2% | $135,382-77.9% |
| Participation rate | 43.8% | 80.0%-36.2pp | 76.1%-32.4pp | 82.6%-38.9pp |
| Annual return | -10.78% | 1287.44%-1298.2pp | 850.92%-861.7pp | 519.77%-530.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,755 | $4,682-41.2% | $4,082-32.5% | $5,609-50.9% |
| Admin fee / account holder | $2,255 | $6,674-66.2% | $5,478-58.8% | $10,829-79.2% |