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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 | $50,040 | $73,848-32.2% | $143,799-65.2% | $68,486-26.9% |
| Participation rate | 10.5% | 66.7%-56.1pp | 80.3%-69.8pp | 67.9%-57.4pp |
| Annual return | -21.48% | 0.91%-22.4pp | -0.04%-21.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,622 | $3,385-22.5% | $5,638-53.5% | $4,028-34.9% |
| Admin fee / account holder | $17,924 | $5,755+211.4% | $14,677+22.1% | $5,404+231.7% |