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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 | $36,868 | $49,199-25.1% | $121,210-69.6% | $75,177-51.0% |
| Participation rate | 47.7% | 55.4%-7.7pp | 69.5%-21.8pp | 67.2%-19.5pp |
| Annual return | -8.17% | 56.04%-64.2pp | 987.41%-995.6pp | 160.75%-168.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,517 | $2,630-42.3% | $4,084-62.8% | $4,126-63.2% |
| Admin fee / account holder | $2,345 | $3,946-40.6% | $5,647-58.5% | $5,651-58.5% |