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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 | $39,644 | $52,911-25.1% | $73,309-45.9% | $59,633-33.5% |
| Participation rate | 50.0% | 68.2%-18.2pp | 74.9%-24.9pp | 68.7%-18.7pp |
| Annual return | -2.71% | 12.20%-14.9pp | 5.67%-8.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,168 | $4,069-46.7% | $4,991-56.6% | $3,192-32.1% |
| Admin fee / account holder | $2,941 | $3,835-23.3% | $5,635-47.8% | $4,297-31.6% |