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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 | $94,677 | $190,879-50.4% | $160,009-40.8% | $134,532-29.6% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.0%-37.1pp | 81.2%-40.3pp |
| Annual return | -22.00% | 552.63%-574.6pp | 408.85%-430.8pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,978 | $6,924-71.4% | $6,183-68.0% | $6,401-69.1% |
| Admin fee / account holder | $22,136 | $10,495+110.9% | $8,715+154.0% | $11,429+93.7% |