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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 | $12,650 | $73,863-82.9% | $143,797-91.2% | $68,490-81.5% |
| Participation rate | 56.3% | 66.7%-10.4pp | 80.3%-24.1pp | 67.9%-11.6pp |
| Annual return | -19.45% | 0.91%-20.4pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,570 | $3,385+5.5% | $5,638-36.7% | $4,028-11.4% |
| Admin fee / account holder | $1,728 | $5,756-70.0% | $14,679-88.2% | $5,403-68.0% |