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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 | $19,475 | $59,332-67.2% | $90,223-78.4% | $59,633-67.3% |
| Participation rate | 57.7% | 71.9%-14.2pp | 79.0%-21.4pp | 68.7%-11.0pp |
| Annual return | -6.48% | 3.25%-9.7pp | 1.31%-7.8pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,786 | $4,369-59.1% | $5,792-69.2% | $3,192-44.0% |
| Admin fee / account holder | $10,847 | $5,032+115.5% | $7,406+46.5% | $4,297+152.4% |