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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 | $19,504 | $60,442-67.7% | $96,754-79.8% | $87,485-77.7% |
| Participation rate | 20.5% | 58.7%-38.2pp | 70.3%-49.8pp | 68.9%-48.4pp |
| Annual return | -26.46% | 21.97%-48.4pp | 82.04%-108.5pp | 26.06%-52.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,654 | $3,280-49.6% | $4,758-65.2% | $4,274-61.3% |
| Admin fee / account holder | $6,792 | $5,069+34.0% | $8,905-23.7% | $7,775-12.6% |