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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 | $29,839 | $49,164-39.3% | $121,169-75.4% | $75,181-60.3% |
| Participation rate | 44.4% | 55.4%-11.0pp | 69.5%-25.1pp | 67.2%-22.8pp |
| Annual return | -1.08% | 56.03%-57.1pp | 986.71%-987.8pp | 160.69%-161.8pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,669 | $2,628-36.5% | $4,083-59.1% | $4,126-59.5% |
| Admin fee / account holder | $1,566 | $3,942-60.3% | $5,645-72.3% | $5,650-72.3% |