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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 | $50,890 | $53,774-5.4% | $134,162-62.1% | $79,852-36.3% |
| Participation rate | 26.2% | 58.8%-32.6pp | 72.2%-46.0pp | 69.6%-43.4pp |
| Annual return | -7.63% | 19.01%-26.6pp | 36.35%-44.0pp | 31.72%-39.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,156 | $2,420-52.2% | $3,500-67.0% | $3,740-69.1% |
| Admin fee / account holder | $2,741 | $3,985-31.2% | $6,685-59.0% | $5,306-48.3% |