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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 | $56,706 | $138,114-58.9% | $125,391-54.8% | $134,545-57.9% |
| Participation rate | 38.9% | 84.5%-45.6pp | 82.4%-43.5pp | 81.2%-42.3pp |
| Annual return | -22.14% | 750.88%-773.0pp | 572.41%-594.6pp | 418.37%-440.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,556 | $7,801-41.6% | $7,448-38.8% | $6,401-28.8% |
| Admin fee / account holder | $5,268 | $11,570-54.5% | $10,009-47.4% | $11,431-53.9% |