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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 | $23,281 | $77,816-70.1% | $123,552-81.2% | $64,173-63.7% |
| Participation rate | 34.8% | 74.7%-39.9pp | 82.3%-47.5pp | 69.6%-34.8pp |
| Annual return | -8.20% | 12.49%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,587 | $5,240-31.5% | $6,426-44.2% | $3,470+3.4% |
| Admin fee / account holder | $1,822 | $5,519-67.0% | $9,285-80.4% | $4,887-62.7% |