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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 | $47,178 | $138,114-65.8% | $125,391-62.4% | $134,545-64.9% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -24.42% | 750.88%-775.3pp | 572.41%-596.8pp | 418.37%-442.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,471 | $7,801-42.7% | $7,448-40.0% | $6,401-30.1% |
| Admin fee / account holder | $4,329 | $11,570-62.6% | $10,009-56.7% | $11,431-62.1% |