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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 | $22,392 | $40,275-44.4% | $57,356-61.0% | $59,633-62.5% |
| Participation rate | 32.9% | 69.1%-36.2pp | 75.1%-42.2pp | 68.7%-35.7pp |
| Annual return | -2.69% | 27.52%-30.2pp | 24.41%-27.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,196 | $2,400-50.1% | $3,162-62.2% | $3,192-62.5% |
| Admin fee / account holder | $2,296 | $2,820-18.6% | $3,357-31.6% | $4,297-46.6% |