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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 | $71,490 | $138,114-48.2% | $125,391-43.0% | $134,545-46.9% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.1pp |
| Annual return | -24.81% | 750.88%-775.7pp | 572.41%-597.2pp | 418.37%-443.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,580 | $7,801+61.3% | $7,448+68.9% | $6,401+96.5% |
| Admin fee / account holder | $6,261 | $11,570-45.9% | $10,009-37.4% | $11,431-45.2% |