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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 | $61,367 | $82,028-25.2% | $123,105-50.2% | $59,633+2.9% |
| Participation rate | 60.5% | 83.2%-22.7pp | 86.8%-26.3pp | 68.7%-8.2pp |
| Annual return | -2.44% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,935 | $4,667-37.1% | $6,229-52.9% | $3,192-8.0% |
| Admin fee / account holder | $1,456 | $5,879-75.2% | $9,014-83.8% | $4,297-66.1% |