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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 | $100,924 | $148,582-32.1% | $135,942-25.8% | $139,456-27.6% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | -8.43% | 79.26%-87.7pp | 68.28%-76.7pp | 373.45%-381.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,759 | $8,101-16.6% | $7,759-12.9% | $6,711+0.7% |
| Admin fee / account holder | $1,665 | $12,402-86.6% | $10,764-84.5% | $11,407-85.4% |