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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 | $75,429 | $160,059-52.9% | $140,019-46.1% | $135,380-44.3% |
| Participation rate | 53.8% | 88.5%-34.7pp | 87.5%-33.7pp | 82.6%-28.8pp |
| Annual return | -14.07% | 911.48%-925.5pp | 651.17%-665.2pp | 519.81%-533.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,685 | $7,641-51.8% | $6,927-46.8% | $5,609-34.3% |
| Admin fee / account holder | $11,627 | $13,328-12.8% | $10,705+8.6% | $10,828+7.4% |