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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 | $37,236 | $53,596-30.5% | $90,657-58.9% | $64,173-42.0% |
| Participation rate | 32.8% | 64.5%-31.8pp | 74.0%-41.3pp | 69.6%-36.8pp |
| Annual return | -9.96% | 4.41%-14.4pp | 1.89%-11.8pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,419 | $2,459-1.6% | $3,424-29.3% | $3,470-30.3% |
| Admin fee / account holder | $5,095 | $3,868+31.7% | $4,994+2.0% | $4,887+4.2% |