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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 | $170,513 | $138,102+23.5% | $125,381+36.0% | $134,532+26.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.52% | 750.73%-772.2pp | 572.31%-593.8pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,019 | $7,801-61.3% | $7,448-59.5% | $6,401-52.8% |
| Admin fee / account holder | $636 | $11,568-94.5% | $10,007-93.6% | $11,429-94.4% |