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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 | $26,741 | $56,339-52.5% | $104,301-74.4% | $68,486-61.0% |
| Participation rate | 44.8% | 63.3%-18.5pp | 73.3%-28.5pp | 67.9%-23.1pp |
| Annual return | -19.38% | -9.19%-10.2pp | 24.61%-44.0pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,931 | $3,077-37.2% | $4,626-58.3% | $4,028-52.1% |
| Admin fee / account holder | $489 | $4,902-90.0% | $7,340-93.3% | $5,404-90.9% |