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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 | $32,697 | $52,519-37.7% | $155,789-79.0% | $59,633-45.2% |
| Participation rate | 32.1% | 61.7%-29.6pp | 76.1%-44.0pp | 68.7%-36.5pp |
| Annual return | -2.89% | 53.51%-56.4pp | 71.54%-74.4pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,959 | $3,084-36.5% | $4,798-59.2% | $3,192-38.6% |
| Admin fee / account holder | $1,805 | $3,540-49.0% | $7,477-75.9% | $4,297-58.0% |