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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 | $42,038 | $45,152-6.9% | $73,836-43.1% | $59,633-29.5% |
| Participation rate | 43.3% | 64.0%-20.7pp | 73.4%-30.1pp | 68.7%-25.3pp |
| Annual return | -3.26% | 27.40%-30.7pp | 2268.06%-2271.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,112 | $2,573-56.8% | $3,583-69.0% | $3,192-65.2% |
| Admin fee / account holder | $4,558 | $3,515+29.7% | $4,882-6.6% | $4,297+6.1% |