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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 | $67,419 | $54,380+24.0% | $68,509-1.6% | $59,633+13.1% |
| Participation rate | 34.8% | 70.2%-35.4pp | 74.7%-39.9pp | 68.7%-33.9pp |
| Annual return | -4.43% | 2.83%-7.3pp | 8.27%-12.7pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,938 | $2,643+11.1% | $3,382-13.1% | $3,192-8.0% |
| Admin fee / account holder | $1,625 | $3,885-58.2% | $5,275-69.2% | $4,297-62.2% |