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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 | $25,028 | $54,380-54.0% | $68,509-63.5% | $59,633-58.0% |
| Participation rate | 58.8% | 70.2%-11.4pp | 74.7%-15.9pp | 68.7%-9.8pp |
| Annual return | -4.57% | 2.83%-7.4pp | 8.27%-12.8pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,956 | $2,643+49.7% | $3,382+16.9% | $3,192+23.9% |
| Admin fee / account holder | $13,584 | $3,885+249.6% | $5,275+157.5% | $4,297+216.1% |