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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 | $25,127 | $45,126-44.3% | $85,187-70.5% | $74,459-66.3% |
| Participation rate | 10.5% | 49.4%-38.9pp | 67.5%-57.0pp | 67.2%-56.7pp |
| Annual return | -4.05% | 26.30%-30.3pp | 66.67%-70.7pp | 1369.70%-1373.8pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $648 | $2,738-76.3% | $4,525-85.7% | $4,350-85.1% |
| Admin fee / account holder | $2,845 | $2,212+28.6% | $6,162-53.8% | $1,945+46.3% |