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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 | $28,916 | $135,645-78.7% | $110,243-73.8% | $135,380-78.6% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -10.37% | 513.24%-523.6pp | 314.76%-325.1pp | 519.81%-530.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,227 | $5,507-59.6% | $4,672-52.3% | $5,609-60.3% |
| Admin fee / account holder | $2,341 | $11,458-79.6% | $8,548-72.6% | $10,828-78.4% |