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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 | $120,950 | $190,862-36.6% | $159,991-24.4% | $134,509-10.1% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | -22.29% | 552.59%-574.9pp | 408.82%-431.1pp | 418.13%-440.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,417 | $6,924-50.7% | $6,183-44.7% | $6,400-46.6% |
| Admin fee / account holder | $4,886 | $10,495-53.4% | $8,715-43.9% | $11,427-57.2% |