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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 | $72,466 | $138,076-47.5% | $123,553-41.3% | $135,380-46.5% |
| Participation rate | 36.8% | 84.7%-47.9pp | 82.3%-45.5pp | 82.6%-45.8pp |
| Annual return | -9.26% | 153.70%-163.0pp | 119.21%-128.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,904 | $6,800-42.6% | $6,426-39.2% | $5,609-30.4% |
| Admin fee / account holder | $7,163 | $10,917-34.4% | $9,284-22.9% | $10,828-33.8% |