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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 | $64,317 | $110,083-41.6% | $151,645-57.6% | $68,490-6.1% |
| Participation rate | 41.1% | 84.0%-42.9pp | 87.5%-46.4pp | 67.9%-26.8pp |
| Annual return | -19.03% | -10.12%-8.9pp | 3.34%-22.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,881 | $6,526-25.2% | $8,363-41.6% | $4,028+21.2% |
| Admin fee / account holder | $375 | $7,718-95.1% | $11,614-96.8% | $5,403-93.1% |