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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 | $43,865 | $82,032-46.5% | $123,106-64.4% | $59,633-26.4% |
| Participation rate | 39.0% | 83.2%-44.2pp | 86.8%-47.8pp | 68.7%-29.7pp |
| Annual return | -8.02% | 5.12%-13.1pp | 13.22%-21.2pp | 2041.40%-2049.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,760 | $4,667-19.4% | $6,229-39.6% | $3,192+17.8% |
| Admin fee / account holder | $6,429 | $5,881+9.3% | $9,015-28.7% | $4,297+49.6% |