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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 | $77,891 | $190,862-59.2% | $159,991-51.3% | $134,509-42.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -21.11% | 552.59%-573.7pp | 408.82%-429.9pp | 418.13%-439.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,304 | $6,924+63.3% | $6,183+82.8% | $6,400+76.6% |
| Admin fee / account holder | $1,163 | $10,495-88.9% | $8,715-86.7% | $11,427-89.8% |