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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 | $60,851 | $56,197+8.3% | $67,652-10.1% | $59,633+2.0% |
| Participation rate | 46.2% | 71.5%-25.3pp | 75.7%-29.5pp | 68.7%-22.5pp |
| Annual return | -3.92% | 18508.10%-18512.0pp | 6625.40%-6629.3pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,041 | $2,844+6.9% | $3,560-14.6% | $3,192-4.7% |
| Admin fee / account holder | $939 | $3,958-76.3% | $4,821-80.5% | $4,297-78.2% |