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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 | $28,088 | $56,197-50.0% | $67,652-58.5% | $59,633-52.9% |
| Participation rate | 37.6% | 71.5%-33.8pp | 75.7%-38.0pp | 68.7%-31.0pp |
| Annual return | -4.17% | 18508.10%-18512.3pp | 6625.40%-6629.6pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,399 | $2,844-50.8% | $3,560-60.7% | $3,192-56.2% |
| Admin fee / account holder | $6,695 | $3,958+69.2% | $4,821+38.9% | $4,297+55.8% |