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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 | $119,447 | $102,382+16.7% | $147,005-18.7% | $80,874+47.7% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | -4.82% | 134.89%-139.7pp | 418.76%-423.6pp | 35.62%-40.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,616 | $6,646-15.5% | $8,070-30.4% | $4,297+30.7% |
| Admin fee / account holder | $2,093 | $7,942-73.6% | $13,006-83.9% | $6,935-69.8% |