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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 | $57,896 | $138,068-58.1% | $125,358-53.8% | $134,493-57.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -25.11% | 750.30%-775.4pp | 572.03%-597.1pp | 418.01%-443.1pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $14,667 | $7,799+88.1% | $7,447+97.0% | $6,400+129.2% |
| Admin fee / account holder | $35,154 | $11,568+203.9% | $10,007+251.3% | $11,425+207.7% |