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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 | $64,203 | $110,629-42.0% | $80,784-20.5% | $167,553-61.7% |
| Participation rate | 38.5% | 64.0%-25.5pp | 54.2%-15.7pp | 82.1%-43.7pp |
| Annual return | -0.39% | 120.58%-121.0pp | 87.31%-87.7pp | 478.89%-479.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,118 | $2,871-26.2% | $2,145-1.3% | $6,343-66.6% |
| Admin fee / account holder | $1,752 | $4,547-61.5% | $3,380-48.2% | $12,316-85.8% |