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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 | $32,092 | $72,177-55.5% | $115,037-72.1% | $59,633-46.2% |
| Participation rate | 65.5% | 72.6%-7.1pp | 81.4%-15.9pp | 68.7%-3.2pp |
| Annual return | -2.62% | 12.02%-14.6pp | 26.14%-28.8pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,729 | $4,783-42.9% | $6,026-54.7% | $3,192-14.5% |
| Admin fee / account holder | $2,384 | $4,927-51.6% | $8,175-70.8% | $4,297-44.5% |