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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 | $34,810 | $138,114-74.8% | $125,391-72.2% | $134,545-74.1% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -22.99% | 750.88%-773.9pp | 572.41%-595.4pp | 418.37%-441.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,405 | $7,801+20.6% | $7,448+26.3% | $6,401+46.9% |
| Admin fee / account holder | $8,724 | $11,570-24.6% | $10,009-12.8% | $11,431-23.7% |