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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 | $52,735 | $77,816-32.2% | $123,552-57.3% | $64,173-17.8% |
| Participation rate | 55.3% | 74.7%-19.4pp | 82.3%-27.0pp | 69.6%-14.3pp |
| Annual return | -8.62% | 12.49%-21.1pp | 119.20%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,282 | $5,240-37.4% | $6,426-48.9% | $3,470-5.4% |
| Admin fee / account holder | $610 | $5,519-89.0% | $9,285-93.4% | $4,887-87.5% |