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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 | $58,466 | $59,116-1.1% | $86,438-32.4% | $68,486-14.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -20.63% | -0.23%-20.4pp | 4397.19%-4417.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,497 | $5,902-40.7% | $6,952-49.7% | $4,028-13.2% |
| Admin fee / account holder | $4,597 | $5,639-18.5% | $6,733-31.7% | $5,404-14.9% |