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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 | $47,565 | $65,703-27.6% | $94,228-49.5% | $59,633-20.2% |
| Participation rate | 68.0% | 72.1%-4.1pp | 78.8%-10.8pp | 68.7%-0.7pp |
| Annual return | -2.70% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,185 | $3,143+65.0% | $4,320+20.0% | $3,192+62.5% |
| Admin fee / account holder | $1,237 | $4,264-71.0% | $6,269-80.3% | $4,297-71.2% |