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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 | $14,680 | $138,102-89.4% | $125,381-88.3% | $134,532-89.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -27.11% | 750.73%-777.8pp | 572.31%-599.4pp | 418.27%-445.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,407 | $7,801-17.9% | $7,448-14.0% | $6,401+0.1% |
| Admin fee / account holder | $5,881 | $11,568-49.2% | $10,007-41.2% | $11,429-48.5% |