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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 | $43,899 | $49,177-10.7% | $79,467-44.8% | $64,173-31.6% |
| Participation rate | 31.6% | 65.0%-33.5pp | 73.3%-41.8pp | 69.6%-38.0pp |
| Annual return | -9.16% | -1.16%-8.0pp | 718.30%-727.5pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,554 | $2,821-44.9% | $3,704-58.0% | $3,470-55.2% |
| Admin fee / account holder | $2,619 | $3,839-31.8% | $5,104-48.7% | $4,887-46.4% |