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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 | $66,915 | $71,872-6.9% | $86,691-22.8% | $68,495-2.3% |
| Participation rate | 44.0% | 72.2%-28.2pp | 76.6%-32.6pp | 67.9%-23.9pp |
| Annual return | -23.39% | 3.53%-26.9pp | 35.94%-59.3pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,916 | $3,779+109.5% | $4,656+70.0% | $4,028+96.6% |
| Admin fee / account holder | $3,729 | $6,112-39.0% | $7,492-50.2% | $5,403-31.0% |