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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 | $102,186 | $135,645-24.7% | $110,243-7.3% | $135,379-24.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -10.23% | 513.24%-523.5pp | 314.76%-325.0pp | 519.79%-530.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,733 | $5,507+76.7% | $4,672+108.3% | $5,609+73.5% |
| Admin fee / account holder | $10,872 | $11,458-5.1% | $8,548+27.2% | $10,828+0.4% |