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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 | $42,511 | $72,177-41.1% | $115,037-63.0% | $59,633-28.7% |
| Participation rate | 44.9% | 72.6%-27.7pp | 81.4%-36.5pp | 68.7%-23.8pp |
| Annual return | -6.26% | 12.02%-18.3pp | 26.14%-32.4pp | 2041.40%-2047.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,549 | $4,783+16.0% | $6,026-7.9% | $3,192+73.9% |
| Admin fee / account holder | $3,683 | $4,927-25.2% | $8,175-54.9% | $4,297-14.3% |