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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 | $30,822 | $77,816-60.4% | $123,552-75.1% | $64,173-52.0% |
| Participation rate | 27.1% | 74.7%-47.6pp | 82.3%-55.2pp | 69.6%-42.5pp |
| Annual return | -24.26% | 12.49%-36.7pp | 119.20%-143.5pp | 7.63%-31.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,515 | $5,240-52.0% | $6,426-60.9% | $3,470-27.5% |
| Admin fee / account holder | $5,026 | $5,519-8.9% | $9,285-45.9% | $4,887+2.8% |