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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 | $31,070 | $60,119-48.3% | $90,414-65.6% | $79,860-61.1% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 69.6%-16.5pp |
| Annual return | -1.12% | 71.94%-73.1pp | 1293.19%-1294.3pp | 31.72%-32.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,777 | $2,938-5.5% | $3,963-29.9% | $3,740-25.8% |
| Admin fee / account holder | $2,594 | $3,976-34.8% | $5,611-53.8% | $5,306-51.1% |