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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 | $30,087 | $56,199-46.5% | $67,652-55.5% | $59,632-49.5% |
| Participation rate | 36.4% | 71.5%-35.1pp | 75.7%-39.3pp | 68.7%-32.3pp |
| Annual return | -4.84% | 18505.31%-18510.1pp | 6625.04%-6629.9pp | 2041.32%-2046.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,870 | $2,844-34.2% | $3,560-47.5% | $3,192-41.4% |
| Admin fee / account holder | $1,115 | $3,958-71.8% | $4,821-76.9% | $4,297-74.0% |