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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 | $103,462 | $165,399-37.4% | $149,745-30.9% | $158,982-34.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -3.25% | 348.34%-351.6pp | 276.72%-280.0pp | 302.99%-306.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,500 | $7,183+74.0% | $6,843+82.7% | $5,983+108.9% |
| Admin fee / account holder | $979 | $10,811-90.9% | $9,312-89.5% | $11,252-91.3% |