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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 | $60,328 | $105,929-43.0% | $81,716-26.2% | $158,966-62.0% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.0%-52.0pp | 82.0%-62.0pp |
| Annual return | -45.48% | 38.19%-83.7pp | 29.49%-75.0pp | 302.95%-348.4pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $447 | $8,492-94.7% | $5,159-91.3% | $11,250-96.0% |