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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 | $24,849 | $52,911-53.0% | $73,309-66.1% | $59,633-58.3% |
| Participation rate | 53.8% | 68.2%-14.4pp | 74.9%-21.1pp | 68.7%-14.8pp |
| Annual return | -3.79% | 12.20%-16.0pp | 5.67%-9.5pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,346 | $4,069+6.8% | $4,991-12.9% | $3,192+36.2% |
| Admin fee / account holder | $2,729 | $3,835-28.8% | $5,635-51.6% | $4,297-36.5% |