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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 | $40,816 | $79,633-48.7% | $93,786-56.5% | $68,490-40.4% |
| Participation rate | 26.5% | 75.4%-48.9pp | 81.0%-54.5pp | 67.9%-41.4pp |
| Annual return | -20.76% | -0.10%-20.7pp | -11.32%-9.4pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,328-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,023 | $5,158-60.8% | $6,100-66.8% | $4,028-49.8% |
| Admin fee / account holder | $612 | $6,871-91.1% | $7,184-91.5% | $5,403-88.7% |