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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 | $61,974 | $78,694-21.2% | $67,653-8.4% | $125,388-50.6% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | -4.02% | 9.46%-13.5pp | 6625.22%-6629.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,628 | $4,292-38.8% | $3,560-26.2% | $5,352-50.9% |
| Admin fee / account holder | $5,715 | $7,403-22.8% | $4,821+18.5% | $9,541-40.1% |