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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 | $16,604 | $73,839-77.5% | $143,788-88.5% | $68,495-75.8% |
| Participation rate | 42.3% | 66.7%-24.4pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -23.17% | 1.01%-24.2pp | -0.03%-23.1pp | -7.84%-15.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,232 | $5,755-78.6% | $14,675-91.6% | $5,403-77.2% |