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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 | $40,638 | $72,177-43.7% | $115,038-64.7% | $59,633-31.9% |
| Participation rate | 63.3% | 72.6%-9.3pp | 81.4%-18.1pp | 68.7%-5.4pp |
| Annual return | -3.57% | 12.02%-15.6pp | 26.14%-29.7pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,012 | $4,783-37.0% | $6,026-50.0% | $3,192-5.6% |
| Admin fee / account holder | $4,562 | $4,927-7.4% | $8,175-44.2% | $4,297+6.2% |