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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 | $59,855 | $56,197+6.5% | $67,652-11.5% | $59,633+0.4% |
| Participation rate | 55.9% | 71.5%-15.6pp | 75.7%-19.8pp | 68.7%-12.8pp |
| Annual return | -2.68% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,629 | $2,844-7.5% | $3,560-26.1% | $3,192-17.6% |
| Admin fee / account holder | $880 | $3,958-77.8% | $4,821-81.7% | $4,297-79.5% |