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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 | $141,449 | $176,120-19.7% | $159,487-11.3% | $167,553-15.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | -1.66% | 331.95%-333.6pp | 263.71%-265.4pp | 478.89%-480.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,048 | $7,752+3.8% | $7,354+9.4% | $6,343+26.9% |
| Admin fee / account holder | $1,451 | $12,561-88.4% | $10,804-86.6% | $12,316-88.2% |