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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 | $138,114-58.1% | $125,391-53.8% | $134,545-57.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -25.11% | 750.88%-776.0pp | 572.41%-597.5pp | 418.37%-443.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,667 | $7,801+88.0% | $7,448+96.9% | $6,401+129.1% |
| Admin fee / account holder | $35,154 | $11,570+203.8% | $10,009+251.2% | $11,431+207.5% |