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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 | $28,418 | $87,546-67.5% | $75,784-62.5% | $125,389-77.3% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -6.42% | 13.49%-19.9pp | 9.68%-16.1pp | 282.24%-288.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,239 | $4,230-47.1% | $3,652-38.7% | $5,352-58.2% |
| Admin fee / account holder | $4,606 | $6,503-29.2% | $5,300-13.1% | $9,541-51.7% |