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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 | $19,125 | $45,152-57.6% | $73,836-74.1% | $59,633-67.9% |
| Participation rate | 43.3% | 64.0%-20.7pp | 73.4%-30.1pp | 68.7%-25.3pp |
| Annual return | -2.63% | 27.40%-30.0pp | 2268.06%-2270.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,248 | $2,573-51.5% | $3,583-65.2% | $3,192-60.9% |
| Admin fee / account holder | $3,067 | $3,515-12.7% | $4,882-37.2% | $4,297-28.6% |