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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 | $22,214 | $73,848-69.9% | $143,799-84.6% | $68,486-67.6% |
| Participation rate | 17.9% | 66.7%-48.8pp | 80.3%-62.5pp | 67.9%-50.0pp |
| Annual return | -22.08% | 0.91%-23.0pp | -0.04%-22.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,081 | $3,385-68.1% | $5,638-80.8% | $4,028-73.2% |
| Admin fee / account holder | $7,307 | $5,755+27.0% | $14,677-50.2% | $5,404+35.2% |