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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 | $42,966 | $50,947-15.7% | $74,551-42.4% | $64,173-33.0% |
| Participation rate | 28.8% | 61.1%-32.3pp | 69.1%-40.4pp | 69.6%-40.8pp |
| Annual return | -9.87% | -1.85%-8.0pp | 32.53%-42.4pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,315 | $2,302-42.9% | $3,108-57.7% | $3,470-62.1% |
| Admin fee / account holder | $3,707 | $4,221-12.2% | $5,059-26.7% | $4,887-24.2% |