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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 | $78,657 | $165,381-52.4% | $149,730-47.5% | $158,966-50.5% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | -50.74% | 348.29%-399.0pp | 276.70%-327.4pp | 302.95%-353.7pp |
| Employer contribution / active EE | $5,082 | $5,104-0.4% | $4,645+9.4% | $4,762+6.7% |
| Participant deferral / active EE | $7,379 | $7,182+2.7% | $6,843+7.8% | $5,983+23.3% |
| Admin fee / account holder | $117,802 | $10,809+989.8% | $9,310+1165.3% | $11,250+947.1% |