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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 | $22,666 | $73,848-69.3% | $143,799-84.2% | $68,486-66.9% |
| Participation rate | 32.0% | 66.7%-34.7pp | 80.3%-48.3pp | 67.9%-35.9pp |
| Annual return | -25.37% | 0.91%-26.3pp | -0.04%-25.3pp | -7.85%-17.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,814 | $3,385+12.7% | $5,638-32.4% | $4,028-5.3% |
| Admin fee / account holder | $2,878 | $5,755-50.0% | $14,677-80.4% | $5,404-46.7% |