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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 | $13,757 | $92,684-85.2% | $82,706-83.4% | $134,509-89.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -26.07% | 945.84%-971.9pp | 701.76%-727.8pp | 418.13%-444.2pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,015 | $4,800-16.4% | $4,394-8.6% | $6,400-37.3% |
| Admin fee / account holder | $2,689 | $5,982-55.0% | $5,329-49.5% | $11,427-76.5% |