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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 | $26,059 | $90,486-71.2% | $78,676-66.9% | $273,972-90.5% |
| Participation rate | 40.9% | 76.5%-35.6pp | 73.6%-32.7pp | 83.0%-42.1pp |
| Annual return | -3.77% | 75.62%-79.4pp | 62.19%-66.0pp | 41.46%-45.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $938 | $3,901-75.9% | $3,517-73.3% | $5,287-82.3% |
| Admin fee / account holder | $7,052 | $5,263+34.0% | $4,510+56.4% | $10,133-30.4% |