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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 | $37,430 | $112,131-66.6% | $95,964-61.0% | $158,982-76.5% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.9pp | 82.0%-12.7pp |
| Annual return | -3.01% | 171.19%-174.2pp | 91.64%-94.7pp | 302.99%-306.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,463 | $4,784-48.5% | $4,167-40.9% | $5,983-58.8% |
| Admin fee / account holder | $3,397 | $10,136-66.5% | $6,797-50.0% | $11,252-69.8% |