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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 | $21,918 | $69,518-68.5% | $59,883-63.4% | $135,382-83.8% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.7%-39.0pp | 82.6%-46.9pp |
| Annual return | -16.51% | 7.95%-24.5pp | 3.46%-20.0pp | 519.77%-536.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,491 | $4,204-64.5% | $3,402-56.2% | $5,609-73.4% |
| Admin fee / account holder | $1,499 | $5,734-73.9% | $3,591-58.3% | $10,829-86.2% |