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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 | $74,613 | $112,131-33.5% | $95,964-22.2% | $158,982-53.1% |
| Participation rate | 36.4% | 79.0%-42.6pp | 77.1%-40.7pp | 82.0%-45.6pp |
| Annual return | -10.56% | 171.19%-181.7pp | 91.64%-102.2pp | 302.99%-313.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,775 | $4,784-42.0% | $4,167-33.4% | $5,983-53.6% |
| Admin fee / account holder | $6,281 | $10,136-38.0% | $6,797-7.6% | $11,252-44.2% |