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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 | $33,525 | $58,828-43.0% | $78,002-57.0% | $62,881-46.7% |
| Participation rate | 61.7% | 71.1%-9.4pp | 75.5%-13.8pp | 69.3%-7.6pp |
| Annual return | -1.29% | 17.16%-18.5pp | 425.99%-427.3pp | 20.14%-21.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,675 | $2,686-37.6% | $3,497-52.1% | $3,203-47.7% |
| Admin fee / account holder | $755 | $4,393-82.8% | $5,481-86.2% | $4,296-82.4% |