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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 | $64,674 | $92,766-30.3% | $82,763-21.9% | $134,545-51.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -24.78% | 946.97%-971.8pp | 702.45%-727.2pp | 418.37%-443.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,256 | $4,802+9.5% | $4,395+19.6% | $6,401-17.9% |
| Admin fee / account holder | $10,336 | $5,978+72.9% | $5,325+94.1% | $11,431-9.6% |