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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 | $49,283 | $56,197-12.3% | $67,652-27.2% | $59,633-17.4% |
| Participation rate | 35.4% | 71.5%-36.1pp | 75.7%-40.2pp | 68.7%-33.3pp |
| Annual return | -6.11% | 18508.10%-18514.2pp | 6625.40%-6631.5pp | 2041.45%-2047.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,238 | $2,844-56.5% | $3,560-65.2% | $3,192-61.2% |
| Admin fee / account holder | $1,871 | $3,958-52.7% | $4,821-61.2% | $4,297-56.4% |