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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 | $38,943 | $52,911-26.4% | $73,309-46.9% | $59,633-34.7% |
| Participation rate | 54.4% | 68.2%-13.8pp | 74.9%-20.5pp | 68.7%-14.3pp |
| Annual return | -2.85% | 12.20%-15.1pp | 5.67%-8.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,629 | $4,069-10.8% | $4,991-27.3% | $3,192+13.7% |
| Admin fee / account holder | $6,771 | $3,835+76.6% | $5,635+20.2% | $4,297+57.6% |