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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 | $49,971 | $56,197-11.1% | $67,652-26.1% | $59,633-16.2% |
| Participation rate | 43.2% | 71.5%-28.3pp | 75.7%-32.5pp | 68.7%-25.5pp |
| Annual return | -3.90% | 18508.10%-18512.0pp | 6625.40%-6629.3pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,172 | $2,844-23.6% | $3,560-39.0% | $3,192-31.9% |
| Admin fee / account holder | $4,107 | $3,958+3.8% | $4,821-14.8% | $4,297-4.4% |