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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 | $88,191 | $138,072-36.1% | $123,549-28.6% | $135,382-34.9% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -11.37% | 153.69%-165.1pp | 119.20%-130.6pp | 519.77%-531.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,889 | $6,799-13.4% | $6,426-8.4% | $5,609+5.0% |
| Admin fee / account holder | $944 | $10,917-91.4% | $9,284-89.8% | $10,829-91.3% |