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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 | $62,977 | $88,707-29.0% | $74,184-15.1% | $273,972-77.0% |
| Participation rate | 47.8% | 79.4%-31.6pp | 76.6%-28.8pp | 83.0%-35.2pp |
| Annual return | -6.09% | 11.94%-18.0pp | 17.74%-23.8pp | 41.46%-47.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,683 | $4,212-36.3% | $3,550-24.4% | $5,287-49.3% |
| Admin fee / account holder | $3,370 | $8,717-61.3% | $5,586-39.7% | $10,133-66.7% |