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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 | $35,523 | $138,075-74.3% | $123,552-71.2% | $135,379-73.8% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -12.61% | 153.70%-166.3pp | 119.20%-131.8pp | 519.79%-532.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,175 | $6,800-53.3% | $6,426-50.6% | $5,609-43.4% |
| Admin fee / account holder | $28,155 | $10,917+157.9% | $9,285+203.2% | $10,828+160.0% |