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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 | $54,972 | $48,267+13.9% | $68,794-20.1% | $68,495-19.7% |
| Participation rate | 25.7% | 60.7%-35.0pp | 69.0%-43.3pp | 67.9%-42.2pp |
| Annual return | -19.71% | -12.70%-7.0pp | -6.37%-13.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,425 | $2,867-50.3% | $3,941-63.8% | $4,028-64.6% |
| Admin fee / account holder | $10,536 | $4,362+141.5% | $4,934+113.5% | $5,403+95.0% |