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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 | $53,285 | $190,916-72.1% | $160,037-66.7% | $134,545-60.4% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -29.68% | 552.79%-582.5pp | 408.95%-438.6pp | 418.37%-448.1pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,635 | $6,925-62.0% | $6,184-57.4% | $6,401-58.8% |
| Admin fee / account holder | $3,097 | $10,497-70.5% | $8,716-64.5% | $11,431-72.9% |