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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 | $22,179 | $45,566-51.3% | $64,105-65.4% | $59,633-62.8% |
| Participation rate | 39.1% | 60.2%-21.0pp | 68.2%-29.0pp | 68.7%-29.5pp |
| Annual return | -3.72% | 4.95%-8.7pp | 791.24%-795.0pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,299 | $2,057-36.9% | $2,822-54.0% | $3,192-59.3% |
| Admin fee / account holder | $2,326 | $3,268-28.8% | $4,499-48.3% | $4,297-45.9% |