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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 | $42,196 | $48,267-12.6% | $68,808-38.7% | $68,486-38.4% |
| Participation rate | 55.2% | 60.7%-5.5pp | 69.0%-13.8pp | 67.9%-12.7pp |
| Annual return | -21.06% | -12.70%-8.4pp | -6.37%-14.7pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,537 | $2,867-11.5% | $3,942-35.6% | $4,028-37.0% |
| Admin fee / account holder | $10,443 | $4,362+139.4% | $4,936+111.6% | $5,404+93.3% |