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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 | $27,906 | $72,177-61.3% | $115,037-75.7% | $59,633-53.2% |
| Participation rate | 44.0% | 72.6%-28.6pp | 81.4%-37.4pp | 68.7%-24.7pp |
| Annual return | -3.70% | 12.02%-15.7pp | 26.14%-29.8pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,501 | $4,783-47.7% | $6,026-58.5% | $3,192-21.7% |
| Admin fee / account holder | $336 | $4,927-93.2% | $8,175-95.9% | $4,297-92.2% |