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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 | $74,925 | $68,394+9.5% | $94,672-20.9% | $75,177-0.3% |
| Participation rate | 61.5% | 76.1%-14.5pp | 80.8%-19.3pp | 67.2%-5.7pp |
| Annual return | -8.14% | 616.92%-625.1pp | 156.89%-165.0pp | 160.75%-168.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,327 | $6,536-33.8% | $7,417-41.7% | $4,126+4.9% |
| Admin fee / account holder | $4,881 | $5,326-8.3% | $7,222-32.4% | $5,651-13.6% |