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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 | $39,244 | $39,2450% | $64,105-38.8% | $52,331-25.0% |
| Participation rate | 45.0% | 58.2%-13.2pp | 68.2%-23.2pp | 68.1%-23.1pp |
| Annual return | -3.00% | 14.79%-17.8pp | 791.24%-794.2pp | 4.54%-7.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,191 | $1,992+10.0% | $2,822-22.3% | $3,022-27.5% |
| Admin fee / account holder | $797 | $592+34.4% | $4,499-82.3% | $592+34.6% |