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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 | $32,845 | $59,834-45.1% | $79,576-58.7% | $68,495-52.0% |
| Participation rate | 47.0% | 61.1%-14.1pp | 69.5%-22.5pp | 67.9%-20.9pp |
| Annual return | -21.87% | -12.30%-9.6pp | 0.15%-22.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,070 | $3,024-31.5% | $3,985-48.1% | $4,028-48.6% |
| Admin fee / account holder | $315 | $4,835-93.5% | $6,834-95.4% | $5,403-94.2% |