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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 | $67,012 | $197,819-66.1% | $155,789-57.0% | $125,389-46.6% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | -3.87% | 86.73%-90.6pp | 71.54%-75.4pp | 282.24%-286.1pp |
| Employer contribution / active EE | $2,999 | $4,850-38.2% | $3,839-21.9% | $4,866-38.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,000 | $9,544-37.1% | $7,477-19.8% | $9,541-37.1% |