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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 | $28,283 | $138,078-79.5% | $125,363-77.4% | $134,509-79.0% |
| Participation rate | 40.9% | 84.5%-43.6pp | 82.4%-41.5pp | 81.2%-40.3pp |
| Annual return | -29.56% | 750.49%-780.1pp | 572.15%-601.7pp | 418.13%-447.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,574 | $7,800-67.0% | $7,447-65.4% | $6,400-59.8% |
| Admin fee / account holder | $1,985 | $11,566-82.8% | $10,005-80.2% | $11,427-82.6% |