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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 | $20,573 | $48,570-57.6% | $130,660-84.3% | $72,975-71.8% |
| Participation rate | 44.8% | 58.6%-13.7pp | 71.7%-26.9pp | 69.5%-24.7pp |
| Annual return | -0.33% | 38.63%-39.0pp | 1709.29%-1709.6pp | 81.01%-81.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,102 | $2,384-11.8% | $3,603-41.7% | $3,608-41.7% |
| Admin fee / account holder | $760 | $3,549-78.6% | $5,463-86.1% | $5,124-85.2% |