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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 | $37,805 | $69,012-45.2% | $160,037-76.4% | $68,490-44.8% |
| Participation rate | 29.2% | 65.4%-36.2pp | 78.0%-48.8pp | 67.9%-38.7pp |
| Annual return | -19.54% | -9.65%-9.9pp | 408.95%-428.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,989 | $4,212-29.0% | $6,184-51.7% | $4,028-25.8% |
| Admin fee / account holder | $5,367 | $4,798+11.8% | $8,716-38.4% | $5,403-0.7% |