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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 | $40,065 | $138,114-71.0% | $125,391-68.0% | $134,545-70.2% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -40.08% | 750.88%-791.0pp | 572.41%-612.5pp | 418.37%-458.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,526 | $7,801-54.8% | $7,448-52.7% | $6,401-44.9% |
| Admin fee / account holder | $509 | $11,570-95.6% | $10,009-94.9% | $11,431-95.6% |