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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 | $53,144 | $190,879-72.2% | $160,009-66.8% | $134,532-60.5% |
| Participation rate | 22.2% | 82.0%-59.7pp | 78.0%-55.8pp | 81.2%-59.0pp |
| Annual return | -20.71% | 552.63%-573.3pp | 408.85%-429.6pp | 418.27%-439.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,755 | $6,924-60.2% | $6,183-55.4% | $6,401-57.0% |
| Admin fee / account holder | $3,311 | $10,495-68.4% | $8,715-62.0% | $11,429-71.0% |