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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 | $215,801 | $202,342+6.7% | $172,752+24.9% | $152,897+41.1% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | -4.38% | 1029.83%-1034.2pp | 802.97%-807.3pp | 345.43%-349.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,481 | $17,111-91.3% | $13,955-89.4% | $11,599-87.2% |