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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 | $119,195 | $152,591-21.9% | $117,529+1.4% | $134,545-11.4% |
| Participation rate | 58.3% | 77.1%-18.8pp | 70.6%-12.3pp | 81.2%-22.9pp |
| Annual return | -22.04% | 53.04%-75.1pp | 29.77%-51.8pp | 418.37%-440.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,775 | $7,004-74.7% | $5,645-68.6% | $11,431-84.5% |