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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 | $27,288 | $54,380-49.8% | $68,509-60.2% | $59,633-54.2% |
| Participation rate | 42.4% | 70.2%-27.8pp | 74.7%-32.3pp | 68.7%-26.2pp |
| Annual return | -4.31% | 2.83%-7.1pp | 8.27%-12.6pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,654 | $2,643-37.4% | $3,382-51.1% | $3,192-48.2% |
| Admin fee / account holder | $3,606 | $3,885-7.2% | $5,275-31.6% | $4,297-16.1% |