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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 | $137,350 | $108,695+26.4% | $74,722+83.8% | $152,897-10.2% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | -3.63% | 114.11%-117.7pp | 753.11%-756.7pp | 345.43%-349.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $676 | $4,906-86.2% | $3,335-79.7% | $11,599-94.2% |