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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 | $14,852 | $45,152-67.1% | $73,836-79.9% | $59,633-75.1% |
| Participation rate | 24.1% | 64.0%-39.9pp | 73.4%-49.4pp | 68.7%-44.6pp |
| Annual return | -2.95% | 27.40%-30.4pp | 2268.06%-2271.0pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $851 | $2,573-66.9% | $3,583-76.3% | $3,192-73.3% |
| Admin fee / account holder | $8,495 | $3,515+141.7% | $4,882+74.0% | $4,297+97.7% |