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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 | $93,425 | $160,059-41.6% | $140,019-33.3% | $135,380-31.0% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.5%-23.2pp | 82.6%-18.4pp |
| Annual return | -10.67% | 911.48%-922.1pp | 651.17%-661.8pp | 519.81%-530.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,028 | $7,641+5.1% | $6,927+15.9% | $5,609+43.1% |
| Admin fee / account holder | $4,191 | $13,328-68.6% | $10,705-60.9% | $10,828-61.3% |