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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 | $18,201 | $138,078-86.8% | $125,363-85.5% | $134,509-86.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.32% | 750.49%-771.8pp | 572.15%-593.5pp | 418.13%-439.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,070 | $7,800-22.2% | $7,447-18.5% | $6,400-5.2% |
| Admin fee / account holder | $343 | $11,566-97.0% | $10,005-96.6% | $11,427-97.0% |