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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 | $23,803 | $56,197-57.6% | $67,652-64.8% | $59,633-60.1% |
| Participation rate | 44.4% | 71.5%-27.0pp | 75.7%-31.2pp | 68.7%-24.2pp |
| Annual return | -3.46% | 18508.10%-18511.6pp | 6625.40%-6628.9pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,638 | $2,844-7.2% | $3,560-25.9% | $3,192-17.3% |
| Admin fee / account holder | $4,073 | $3,958+2.9% | $4,821-15.5% | $4,297-5.2% |