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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 | $42,611 | $45,438-6.2% | $80,004-46.7% | $59,633-28.5% |
| Participation rate | 40.6% | 63.7%-23.1pp | 73.0%-32.4pp | 68.7%-28.0pp |
| Annual return | -2.79% | 5.10%-7.9pp | 7.63%-10.4pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,238 | $2,231-44.5% | $3,204-61.3% | $3,192-61.2% |
| Admin fee / account holder | $319 | $3,464-90.8% | $5,033-93.7% | $4,297-92.6% |