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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 | $109,353 | $167,352-34.7% | $143,788-23.9% | $134,509-18.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.56% | 0.47%-23.0pp | -0.03%-22.5pp | 418.13%-440.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,375 | $6,447-16.6% | $5,638-4.7% | $6,400-16.0% |
| Admin fee / account holder | $1,279 | $18,091-92.9% | $14,675-91.3% | $11,427-88.8% |