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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 | $31,092 | $72,177-56.9% | $115,038-73.0% | $59,633-47.9% |
| Participation rate | 55.4% | 72.6%-17.2pp | 81.4%-26.0pp | 68.7%-13.3pp |
| Annual return | -4.48% | 12.02%-16.5pp | 26.14%-30.6pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,192 | $4,783-54.2% | $6,026-63.6% | $3,192-31.3% |
| Admin fee / account holder | $1,407 | $4,927-71.4% | $8,175-82.8% | $4,297-67.3% |