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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 | $30,047 | $77,817-61.4% | $123,553-75.7% | $64,173-53.2% |
| Participation rate | 36.4% | 74.7%-38.3pp | 82.3%-45.9pp | 69.6%-33.2pp |
| Annual return | -11.03% | 12.49%-23.5pp | 119.21%-130.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,141 | $5,240+17.2% | $6,426-4.4% | $3,470+77.0% |
| Admin fee / account holder | $9,399 | $5,519+70.3% | $9,284+1.2% | $4,887+92.3% |