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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 | $89,472 | $138,078-35.2% | $125,363-28.6% | $134,509-33.5% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -28.06% | 750.49%-778.6pp | 572.15%-600.2pp | 418.13%-446.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,500 | $7,800-42.3% | $7,447-39.6% | $6,400-29.7% |
| Admin fee / account holder | $1,275 | $11,566-89.0% | $10,005-87.3% | $11,427-88.8% |