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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 | $158,218 | $135,645+16.6% | $110,243+43.5% | $135,379+16.9% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | -8.86% | 513.24%-522.1pp | 314.76%-323.6pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,955 | $5,507+171.6% | $4,672+220.1% | $5,609+166.6% |
| Admin fee / account holder | $40,557 | $11,458+254.0% | $8,548+374.5% | $10,828+274.6% |