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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 | $69,807 | $73,839-5.5% | $143,788-51.5% | $68,495+1.9% |
| Participation rate | 34.0% | 66.7%-32.6pp | 80.3%-46.3pp | 67.9%-33.8pp |
| Annual return | -24.90% | 1.01%-25.9pp | -0.03%-24.9pp | -7.84%-17.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,755 | $3,384-18.6% | $5,638-51.1% | $4,028-31.6% |
| Admin fee / account holder | $1,596 | $5,755-72.3% | $14,675-89.1% | $5,403-70.5% |