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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 | $34,068 | $73,848-53.9% | $143,799-76.3% | $68,486-50.3% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -22.45% | 0.91%-23.4pp | -0.04%-22.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,595 | $3,385+35.8% | $5,638-18.5% | $4,028+14.1% |
| Admin fee / account holder | $643 | $5,755-88.8% | $14,677-95.6% | $5,404-88.1% |