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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 | $68,917 | $95,979-28.2% | $74,551-7.6% | $135,380-49.1% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -12.43% | 56.97%-69.4pp | 32.53%-45.0pp | 519.81%-532.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,811 | $3,844+51.2% | $3,108+86.9% | $5,609+3.6% |
| Admin fee / account holder | $933 | $6,522-85.7% | $5,059-81.6% | $10,828-91.4% |