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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 | $59,803 | $168,635-64.5% | $147,617-59.5% | $125,389-52.3% |
| Participation rate | 30.4% | 88.8%-58.3pp | 84.6%-54.2pp | 83.2%-52.8pp |
| Annual return | -35.45% | 77.65%-113.1pp | 61.98%-97.4pp | 282.24%-317.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,113 | $5,507-43.5% | $4,895-36.4% | $5,352-41.8% |
| Admin fee / account holder | $398 | $13,580-97.1% | $11,612-96.6% | $9,541-95.8% |