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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 | $49,077 | $84,628-42.0% | $61,501-20.2% | $134,545-63.5% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -33.06% | 585.61%-618.7pp | 339.04%-372.1pp | 418.37%-451.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,775 | $2,819-37.0% | $2,125-16.5% | $6,401-72.3% |
| Admin fee / account holder | $1,056 | $2,587-59.2% | $2,132-50.5% | $11,431-90.8% |