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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 | $25,371 | $59,813-57.6% | $79,580-68.1% | $68,486-63.0% |
| Participation rate | 54.8% | 61.1%-6.2pp | 69.5%-14.6pp | 67.9%-13.1pp |
| Annual return | -23.13% | -12.30%-10.8pp | 0.15%-23.3pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,845 | $3,024-5.9% | $3,985-28.6% | $4,028-29.4% |
| Admin fee / account holder | $1,759 | $4,835-63.6% | $6,835-74.3% | $5,404-67.4% |