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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 | $64,527 | $138,075-53.3% | $123,552-47.8% | $135,379-52.3% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -11.92% | 153.70%-165.6pp | 119.20%-131.1pp | 519.79%-531.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,340 | $6,800-21.5% | $6,426-16.9% | $5,609-4.8% |
| Admin fee / account holder | $5,986 | $10,917-45.2% | $9,285-35.5% | $10,828-44.7% |