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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 | $31,638 | $41,377-23.5% | $109,313-71.1% | $62,881-49.7% |
| Participation rate | 39.7% | 57.5%-17.8pp | 71.3%-31.5pp | 69.3%-29.6pp |
| Annual return | -2.14% | 11.05%-13.2pp | 22.07%-24.2pp | 20.14%-22.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,609 | $2,045-21.3% | $3,166-49.2% | $3,203-49.8% |
| Admin fee / account holder | $560 | $2,884-80.6% | $5,666-90.1% | $4,296-87.0% |