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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 | $19,398 | $52,678-63.2% | $75,784-74.4% | $59,633-67.5% |
| Participation rate | 46.2% | 67.2%-21.1pp | 75.8%-29.7pp | 68.7%-22.5pp |
| Annual return | -7.58% | 2.95%-10.5pp | 9.68%-17.3pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,936 | $2,591+51.9% | $3,652+7.8% | $3,192+23.3% |
| Admin fee / account holder | $1,852 | $3,610-48.7% | $5,300-65.1% | $4,297-56.9% |