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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 | $23,015 | $87,546-73.7% | $75,784-69.6% | $125,389-81.6% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -4.49% | 13.49%-18.0pp | 9.68%-14.2pp | 282.24%-286.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,929 | $4,230-30.7% | $3,652-19.8% | $5,352-45.3% |
| Admin fee / account holder | $15,300 | $6,503+135.3% | $5,300+188.7% | $9,541+60.4% |