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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 | $47,853 | $223,823-78.6% | $211,142-77.3% | $154,746-69.1% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | -92.50% | 50.39%-142.9pp | 46.84%-139.3pp | 172.34%-264.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $607 | $19,707-96.9% | $19,076-96.8% | $14,365-95.8% |