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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 | $16,210 | $190,862-91.5% | $159,991-89.9% | $134,509-87.9% |
| Participation rate | 31.3% | 82.0%-50.7pp | 78.0%-46.7pp | 81.2%-50.0pp |
| Annual return | -22.64% | 552.59%-575.2pp | 408.82%-431.5pp | 418.13%-440.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,774 | $6,924-74.4% | $6,183-71.3% | $6,400-72.3% |
| Admin fee / account holder | $11,858 | $10,495+13.0% | $8,715+36.1% | $11,427+3.8% |