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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 | $43,359 | $78,694-44.9% | $67,652-35.9% | $125,389-65.4% |
| Participation rate | 61.5% | 78.8%-17.3pp | 75.7%-14.1pp | 83.2%-21.7pp |
| Annual return | -3.59% | 9.46%-13.0pp | 6625.40%-6629.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,161 | $4,292-26.4% | $3,560-11.2% | $5,352-40.9% |
| Admin fee / account holder | $1,247 | $7,403-83.2% | $4,821-74.1% | $9,541-86.9% |