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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 | $26,139 | $72,177-63.8% | $115,038-77.3% | $59,633-56.2% |
| Participation rate | 59.1% | 72.6%-13.5pp | 81.4%-22.3pp | 68.7%-9.6pp |
| Annual return | -2.45% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,578 | $4,783-25.2% | $6,026-40.6% | $3,192+12.1% |
| Admin fee / account holder | $322 | $4,927-93.5% | $8,175-96.1% | $4,297-92.5% |