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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 | $58,531 | $92,219-36.5% | $76,767-23.8% | $135,380-56.8% |
| Participation rate | 65.0% | 79.8%-14.8pp | 77.0%-12.0pp | 82.6%-17.6pp |
| Annual return | -11.83% | 5.46%-17.3pp | 2.43%-14.3pp | 519.81%-531.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,838 | $4,508-59.2% | $3,852-52.3% | $5,609-67.2% |
| Admin fee / account holder | $623 | $10,749-94.2% | $6,675-90.7% | $10,828-94.2% |