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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 | $34,595 | $62,583-44.7% | $76,767-54.9% | $64,173-46.1% |
| Participation rate | 48.7% | 72.8%-24.1pp | 77.0%-28.2pp | 69.6%-20.9pp |
| Annual return | -8.75% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,419 | $3,145+8.7% | $3,852-11.2% | $3,470-1.4% |
| Admin fee / account holder | $12,646 | $4,667+171.0% | $6,675+89.4% | $4,887+158.7% |