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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 | $31,232 | $65,082-52.0% | $81,367-61.6% | $59,633-47.6% |
| Participation rate | 64.0% | 76.0%-12.0pp | 82.3%-18.3pp | 68.7%-4.7pp |
| Annual return | -4.55% | 1.16%-5.7pp | -0.92%-3.6pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,590 | $4,083-36.6% | $5,383-51.9% | $3,192-18.8% |
| Admin fee / account holder | $2,676 | $7,582-64.7% | $8,926-70.0% | $4,297-37.7% |