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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 | $27,464 | $52,678-47.9% | $75,784-63.8% | $59,633-53.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.8%-25.8pp | 68.7%-18.7pp |
| Annual return | -4.06% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,505 | $2,591-41.9% | $3,652-58.8% | $3,192-52.9% |
| Admin fee / account holder | $4,624 | $3,610+28.1% | $5,300-12.7% | $4,297+7.6% |