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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 | $54,420 | $72,388-24.8% | $111,392-51.1% | $64,173-15.2% |
| Participation rate | 40.0% | 70.5%-30.5pp | 78.9%-38.9pp | 69.6%-29.6pp |
| Annual return | -8.23% | -1.50%-6.7pp | -2.06%-6.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,024 | $4,241-5.1% | $5,567-27.7% | $3,470+16.0% |
| Admin fee / account holder | $6,541 | $5,719+14.4% | $12,266-46.7% | $4,887+33.8% |