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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 | $22,382 | $45,152-50.4% | $73,836-69.7% | $59,633-62.5% |
| Participation rate | 43.8% | 64.0%-20.3pp | 73.4%-29.7pp | 68.7%-24.9pp |
| Annual return | -4.16% | 27.40%-31.6pp | 2268.06%-2272.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,492 | $2,573-42.0% | $3,583-58.4% | $3,192-53.3% |
| Admin fee / account holder | $762 | $3,515-78.3% | $4,882-84.4% | $4,297-82.3% |