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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 | $90,669 | $184,000-50.7% | $162,185-44.1% | $152,909-40.7% |
| Participation rate | 57.9% | 88.5%-30.6pp | 87.6%-29.7pp | 82.5%-24.6pp |
| Annual return | 2.90% | 150.80%-147.9pp | 115.61%-112.7pp | 345.46%-342.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,524 | $8,033-31.2% | $7,297-24.3% | $5,851-5.6% |
| Admin fee / account holder | $3,239 | $13,124-75.3% | $10,844-70.1% | $11,601-72.1% |