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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 | $42,685 | $52,678-19.0% | $75,784-43.7% | $59,633-28.4% |
| Participation rate | 45.2% | 67.2%-22.0pp | 75.8%-30.6pp | 68.7%-23.4pp |
| Annual return | -3.14% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,108 | $2,591-18.6% | $3,652-42.3% | $3,192-34.0% |
| Admin fee / account holder | $503 | $3,610-86.1% | $5,300-90.5% | $4,297-88.3% |