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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 | $29,707 | $138,102-78.5% | $125,381-76.3% | $134,532-77.9% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -21.92% | 750.73%-772.6pp | 572.31%-594.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,554 | $7,801-16.0% | $7,448-12.0% | $6,401+2.4% |
| Admin fee / account holder | $1,967 | $11,568-83.0% | $10,007-80.3% | $11,429-82.8% |