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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 | $90,133 | $190,879-52.8% | $160,009-43.7% | $134,532-33.0% |
| Participation rate | 8.7% | 82.0%-73.3pp | 78.0%-69.3pp | 81.2%-72.5pp |
| Annual return | -36.92% | 552.63%-589.6pp | 408.85%-445.8pp | 418.27%-455.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $356 | $10,495-96.6% | $8,715-95.9% | $11,429-96.9% |