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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 | $30,053 | $65,704-54.3% | $94,229-68.1% | $59,633-49.6% |
| Participation rate | 61.8% | 72.1%-10.4pp | 78.8%-17.0pp | 68.7%-6.9pp |
| Annual return | -4.79% | 5.22%-10.0pp | 10.68%-15.5pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,537 | $3,143-19.3% | $4,320-41.3% | $3,192-20.5% |
| Admin fee / account holder | $2,569 | $4,265-39.7% | $6,269-59.0% | $4,297-40.2% |