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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 | $13,438 | $40,275-66.6% | $57,356-76.6% | $59,633-77.5% |
| Participation rate | 36.4% | 69.1%-32.8pp | 75.1%-38.7pp | 68.7%-32.3pp |
| Annual return | -2.05% | 27.52%-29.6pp | 24.41%-26.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $795 | $2,400-66.9% | $3,162-74.9% | $3,192-75.1% |
| Admin fee / account holder | $6,898 | $2,820+144.6% | $3,357+105.5% | $4,297+60.5% |