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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 | $26,716 | $72,177-63.0% | $115,038-76.8% | $59,633-55.2% |
| Participation rate | 52.9% | 72.6%-19.6pp | 81.4%-28.4pp | 68.7%-15.7pp |
| Annual return | -2.88% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,530 | $4,783-47.1% | $6,026-58.0% | $3,192-20.7% |
| Admin fee / account holder | $4,079 | $4,927-17.2% | $8,175-50.1% | $4,297-5.1% |