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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 | $61,137 | $112,131-45.5% | $95,964-36.3% | $158,982-61.5% |
| Participation rate | 38.9% | 79.0%-40.1pp | 77.1%-38.2pp | 82.0%-43.1pp |
| Annual return | -3.13% | 171.19%-174.3pp | 91.64%-94.8pp | 302.99%-306.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,694 | $4,784-43.7% | $4,167-35.3% | $5,983-55.0% |
| Admin fee / account holder | $11,869 | $10,136+17.1% | $6,797+74.6% | $11,252+5.5% |