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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 | $23,756 | $52,519-54.8% | $155,789-84.8% | $59,632-60.2% |
| Participation rate | 54.8% | 61.7%-6.9pp | 76.1%-21.3pp | 68.7%-13.9pp |
| Annual return | -3.80% | 53.51%-57.3pp | 71.54%-75.3pp | 2041.32%-2045.1pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,860 | $3,084+25.2% | $4,798-19.5% | $3,192+21.0% |
| Admin fee / account holder | $4,379 | $3,540+23.7% | $7,477-41.4% | $4,297+1.9% |