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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 | $127,935 | $190,862-33.0% | $159,991-20.0% | $134,509-4.9% |
| Participation rate | 36.8% | 82.0%-45.1pp | 78.0%-41.1pp | 81.2%-44.4pp |
| Annual return | -25.41% | 552.59%-578.0pp | 408.82%-434.2pp | 418.13%-443.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,807 | $6,924-59.5% | $6,183-54.6% | $6,400-56.1% |
| Admin fee / account holder | $4,727 | $10,495-55.0% | $8,715-45.8% | $11,427-58.6% |