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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 | $39,977 | $45,566-12.3% | $64,105-37.6% | $59,633-33.0% |
| Participation rate | 50.8% | 60.2%-9.3pp | 68.2%-17.3pp | 68.7%-17.9pp |
| Annual return | -3.60% | 4.95%-8.6pp | 791.24%-794.8pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,503 | $2,057+70.3% | $2,822+24.1% | $3,192+9.8% |
| Admin fee / account holder | $748 | $3,268-77.1% | $4,499-83.4% | $4,297-82.6% |