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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 | $35,523 | $40,275-11.8% | $57,356-38.1% | $59,633-40.4% |
| Participation rate | 34.2% | 69.1%-35.0pp | 75.1%-40.9pp | 68.7%-34.5pp |
| Annual return | -2.11% | 27.52%-29.6pp | 24.41%-26.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,417 | $2,400-41.0% | $3,162-55.2% | $3,192-55.6% |
| Admin fee / account holder | $1,747 | $2,820-38.1% | $3,357-48.0% | $4,297-59.3% |