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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 | $33,206 | $49,239-32.6% | $70,462-52.9% | $79,858-58.4% |
| Participation rate | 31.7% | 69.2%-37.5pp | 75.1%-43.4pp | 69.6%-37.9pp |
| Annual return | -1.38% | 30.08%-31.5pp | 109.08%-110.5pp | 31.72%-33.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $879 | $2,769-68.2% | $3,710-76.3% | $3,740-76.5% |
| Admin fee / account holder | $9,532 | $2,876+231.4% | $3,845+147.9% | $5,306+79.6% |