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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 | $33,502 | $138,114-75.7% | $125,391-73.3% | $134,545-75.1% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -22.01% | 750.88%-772.9pp | 572.41%-594.4pp | 418.37%-440.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,952 | $7,801-62.2% | $7,448-60.4% | $6,401-53.9% |
| Admin fee / account holder | $391 | $11,570-96.6% | $10,009-96.1% | $11,431-96.6% |