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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 | $57,832 | $209,422-72.4% | $178,503-67.6% | $158,982-63.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -0.04% | 188.81%-188.8pp | 151.12%-151.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,929 | $5,955+66.7% | $5,202+90.9% | $5,983+65.9% |
| Admin fee / account holder | $22,610 | $17,079+32.4% | $13,987+61.6% | $11,252+100.9% |