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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 | $40,686 | $78,694-48.3% | $67,652-39.9% | $125,389-67.6% |
| Participation rate | 26.7% | 78.8%-52.1pp | 75.7%-49.0pp | 83.2%-56.5pp |
| Annual return | -4.64% | 9.46%-14.1pp | 6625.40%-6630.0pp | 282.24%-286.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $671 | $7,403-90.9% | $4,821-86.1% | $9,541-93.0% |