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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 | $18,550 | $52,678-64.8% | $75,784-75.5% | $59,633-68.9% |
| Participation rate | 20.0% | 67.2%-47.2pp | 75.8%-55.8pp | 68.7%-48.7pp |
| Annual return | -9.85% | 2.95%-12.8pp | 9.68%-19.5pp | 2041.45%-2051.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,191 | $2,591-54.0% | $3,652-67.4% | $3,192-62.7% |
| Admin fee / account holder | $5,275 | $3,610+46.1% | $5,300-0.5% | $4,297+22.8% |