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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 | $37,160 | $71,873-48.3% | $86,698-57.1% | $68,490-45.7% |
| Participation rate | 52.6% | 72.2%-19.6pp | 76.6%-24.0pp | 67.9%-15.3pp |
| Annual return | -20.92% | 3.54%-24.5pp | 35.96%-56.9pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,158 | $3,779+36.5% | $4,656+10.8% | $4,028+28.1% |
| Admin fee / account holder | $3,506 | $6,110-42.6% | $7,492-53.2% | $5,403-35.1% |