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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 | $38,919 | $92,219-57.8% | $76,768-49.3% | $135,379-71.3% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -14.87% | 5.46%-20.3pp | 2.43%-17.3pp | 519.79%-534.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,344 | $4,508-25.8% | $3,852-13.2% | $5,609-40.4% |
| Admin fee / account holder | $325 | $10,749-97.0% | $6,675-95.1% | $10,828-97.0% |