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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 | $139,843 | $175,231-20.2% | $149,696-6.6% | $139,466+0.3% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | -4.67% | 166.77%-171.4pp | 134.46%-139.1pp | 373.66%-378.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,681 | $6,521+33.1% | $5,682+52.8% | $6,712+29.3% |
| Admin fee / account holder | $20,252 | $16,155+25.4% | $13,212+53.3% | $11,409+77.5% |