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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 | $40,282 | $59,332-32.1% | $90,223-55.4% | $59,633-32.5% |
| Participation rate | 44.7% | 71.9%-27.2pp | 79.0%-34.4pp | 68.7%-24.0pp |
| Annual return | -3.39% | 3.25%-6.6pp | 1.31%-4.7pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,114 | $4,369-28.7% | $5,792-46.2% | $3,192-2.4% |
| Admin fee / account holder | $4,742 | $5,032-5.8% | $7,406-36.0% | $4,297+10.4% |