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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 | $33,631 | $217,432-84.5% | $185,851-81.9% | $167,553-79.9% |
| Participation rate | 39.1% | 86.1%-46.9pp | 81.7%-42.6pp | 82.1%-43.0pp |
| Annual return | -0.51% | 148.43%-148.9pp | 122.11%-122.6pp | 478.89%-479.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $835 | $19,820-95.8% | $16,245-94.9% | $12,316-93.2% |