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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 | $43,163 | $109,905-60.7% | $98,506-56.2% | $167,553-74.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | -0.44% | 1960.20%-1960.6pp | 1494.92%-1495.4pp | 478.89%-479.3pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,607 | $6,760-2.3% | $5,955+11.0% | $12,316-46.4% |