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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 | $42,177 | $73,863-42.9% | $143,797-70.7% | $68,490-38.4% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -19.97% | 0.91%-20.9pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,259 | $3,385-33.3% | $5,638-59.9% | $4,028-43.9% |
| Admin fee / account holder | $7,231 | $5,756+25.6% | $14,679-50.7% | $5,403+33.8% |