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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 | $21,653 | $45,152-52.0% | $73,836-70.7% | $59,633-63.7% |
| Participation rate | 55.6% | 64.0%-8.5pp | 73.4%-17.9pp | 68.7%-13.1pp |
| Annual return | -3.92% | 27.40%-31.3pp | 2268.06%-2272.0pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,651 | $2,573-35.8% | $3,583-53.9% | $3,192-48.3% |
| Admin fee / account holder | $893 | $3,515-74.6% | $4,882-81.7% | $4,297-79.2% |