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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 | $43,560 | $83,908-48.1% | $68,509-36.4% | $125,389-65.3% |
| Participation rate | 60.0% | 78.2%-18.2pp | 74.7%-14.7pp | 83.2%-23.2pp |
| Annual return | -5.74% | 14.48%-20.2pp | 8.27%-14.0pp | 282.24%-288.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,919 | $4,125-53.5% | $3,382-43.3% | $5,352-64.1% |
| Admin fee / account holder | $1,288 | $8,982-85.7% | $5,275-75.6% | $9,541-86.5% |