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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 | $24,010 | $45,566-47.3% | $64,105-62.5% | $59,633-59.7% |
| Participation rate | 31.1% | 60.2%-29.1pp | 68.2%-37.1pp | 68.7%-37.6pp |
| Annual return | -3.14% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,240 | $2,057-39.7% | $2,822-56.1% | $3,192-61.2% |
| Admin fee / account holder | $404 | $3,268-87.6% | $4,499-91.0% | $4,297-90.6% |