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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 | $26,406 | $55,002-52.0% | $59,899-55.9% | $56,289-53.1% |
| Participation rate | 50.5% | 75.9%-25.4pp | 74.7%-24.2pp | 69.9%-19.4pp |
| Annual return | -5.50% | 1.13%-6.6pp | 3.46%-9.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,758 | $3,121-43.7% | $3,402-48.3% | $3,350-47.5% |
| Admin fee / account holder | $4,172 | $236+1669.6% | $3,592+16.1% | $521+700.8% |