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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 | $55,462 | $60,139-7.8% | $90,461-38.7% | $79,856-30.5% |
| Participation rate | 52.6% | 65.0%-12.4pp | 72.7%-20.1pp | 69.6%-17.0pp |
| Annual return | -3.34% | 71.96%-75.3pp | 1294.76%-1298.1pp | 31.71%-35.0pp |
| Employer contribution / active EE | $1,057 | $2,069-48.9% | $3,264-67.6% | $2,471-57.2% |
| Participant deferral / active EE | $1,585 | $2,939-46.1% | $3,964-60.0% | $3,741-57.6% |
| Admin fee / account holder | $3,328 | $3,978-16.4% | $5,617-40.8% | $5,306-37.3% |