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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 | $90,533 | $157,296-42.4% | $141,191-35.9% | $152,897-40.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | -29.96% | 64.34%-94.3pp | 71.41%-101.4pp | 345.43%-375.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,434 | $7,111+18.6% | $6,710+25.7% | $5,851+44.1% |
| Admin fee / account holder | $377 | $12,125-96.9% | $10,264-96.3% | $11,599-96.8% |