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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 | $32,786 | $48,078-31.8% | $78,676-58.3% | $62,881-47.9% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | -2.83% | 31.36%-34.2pp | 62.19%-65.0pp | 20.14%-23.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,796 | $2,587-30.6% | $3,517-48.9% | $3,203-43.9% |
| Admin fee / account holder | $556 | $3,206-82.6% | $4,510-87.7% | $4,296-87.0% |