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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 | $22,026 | $75,832-71.0% | $147,617-85.1% | $59,633-63.1% |
| Participation rate | 28.8% | 71.6%-42.7pp | 84.6%-55.8pp | 68.7%-39.8pp |
| Annual return | -2.74% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,579 | $3,131-49.5% | $4,895-67.7% | $3,192-50.5% |
| Admin fee / account holder | $2,258 | $5,986-62.3% | $11,612-80.6% | $4,297-47.5% |