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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 | $90,189 | $152,542-40.9% | $117,498-23.2% | $134,509-33.0% |
| Participation rate | 8.3% | 77.1%-68.8pp | 70.6%-62.3pp | 81.2%-72.9pp |
| Annual return | -21.65% | 53.02%-74.7pp | 29.75%-51.4pp | 418.13%-439.8pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $848 | $7,006-87.9% | $5,646-85.0% | $11,427-92.6% |