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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 | $23,639 | $45,152-47.6% | $73,836-68.0% | $59,633-60.4% |
| Participation rate | 47.2% | 64.0%-16.8pp | 73.4%-26.2pp | 68.7%-21.4pp |
| Annual return | -3.69% | 27.40%-31.1pp | 2268.06%-2271.7pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,445 | $2,573-43.8% | $3,583-59.7% | $3,192-54.7% |
| Admin fee / account holder | $1,286 | $3,515-63.4% | $4,882-73.7% | $4,297-70.1% |