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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 | $33,440 | $77,817-57.0% | $123,553-72.9% | $64,173-47.9% |
| Participation rate | 56.7% | 74.7%-18.0pp | 82.3%-25.6pp | 69.6%-12.9pp |
| Annual return | -8.67% | 12.49%-21.2pp | 119.21%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,653 | $5,240+84.2% | $6,426+50.2% | $3,470+178.2% |
| Admin fee / account holder | $4,739 | $5,519-14.1% | $9,284-49.0% | $4,887-3.0% |