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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 | $35,780 | $73,839-51.5% | $143,788-75.1% | $68,495-47.8% |
| Participation rate | 56.0% | 66.7%-10.7pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -21.83% | 1.01%-22.8pp | -0.03%-21.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,130 | $3,384-37.1% | $5,638-62.2% | $4,028-47.1% |
| Admin fee / account holder | $3,406 | $5,755-40.8% | $14,675-76.8% | $5,403-37.0% |