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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 | $30,464 | $138,075-77.9% | $123,552-75.3% | $135,379-77.5% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -14.03% | 153.70%-167.7pp | 119.20%-133.2pp | 519.79%-533.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,591 | $6,800-61.9% | $6,426-59.7% | $5,609-53.8% |
| Admin fee / account holder | $4,163 | $10,917-61.9% | $9,285-55.2% | $10,828-61.6% |