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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 | $41,346 | $82,028-49.6% | $123,105-66.4% | $59,633-30.7% |
| Participation rate | 31.3% | 83.2%-52.0pp | 86.8%-55.5pp | 68.7%-37.4pp |
| Annual return | -3.00% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,874 | $4,667-17.0% | $6,229-37.8% | $3,192+21.4% |
| Admin fee / account holder | $3,270 | $5,879-44.4% | $9,014-63.7% | $4,297-23.9% |