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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 | $38,707 | $77,816-50.3% | $123,549-68.7% | $64,181-39.7% |
| Participation rate | 27.3% | 74.7%-47.4pp | 82.3%-55.0pp | 69.6%-42.3pp |
| Annual return | -8.95% | 12.49%-21.4pp | 119.20%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,409 | $5,240-15.9% | $6,426-31.4% | $3,470+27.1% |
| Admin fee / account holder | $434 | $5,519-92.1% | $9,284-95.3% | $4,887-91.1% |