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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 | $40,101 | $90,486-55.7% | $78,676-49.0% | $273,972-85.4% |
| Participation rate | 43.8% | 76.5%-32.8pp | 73.6%-29.8pp | 83.0%-39.3pp |
| Annual return | -1.90% | 75.62%-77.5pp | 62.19%-64.1pp | 41.46%-43.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,806 | $3,901-2.5% | $3,517+8.2% | $5,287-28.0% |
| Admin fee / account holder | $736 | $5,263-86.0% | $4,510-83.7% | $10,133-92.7% |