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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 | $53,335 | $138,076-61.4% | $123,553-56.8% | $135,380-60.6% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -15.37% | 153.70%-169.1pp | 119.21%-134.6pp | 519.81%-535.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,714 | $6,800+28.2% | $6,426+35.6% | $5,609+55.4% |
| Admin fee / account holder | $5,868 | $10,917-46.2% | $9,284-36.8% | $10,828-45.8% |