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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 | $36,762 | $65,555-43.9% | $86,216-57.4% | $75,173-51.1% |
| Participation rate | 53.1% | 60.5%-7.4pp | 69.0%-15.8pp | 67.2%-14.1pp |
| Annual return | -1.18% | 46.07%-47.3pp | 1169.42%-1170.6pp | 160.72%-161.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,803 | $3,023-7.3% | $3,986-29.7% | $4,126-32.1% |
| Admin fee / account holder | $5,391 | $5,469-1.4% | $6,853-21.3% | $5,651-4.6% |