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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 | $48,932 | $71,873-31.9% | $86,698-43.6% | $68,490-28.6% |
| Participation rate | 34.5% | 72.2%-37.8pp | 76.6%-42.1pp | 67.9%-33.4pp |
| Annual return | -19.00% | 3.54%-22.5pp | 35.96%-55.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,661 | $3,779-29.6% | $4,656-42.8% | $4,028-33.9% |
| Admin fee / account holder | $1,120 | $6,110-81.7% | $7,492-85.0% | $5,403-79.3% |