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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 | $68,870 | $71,872-4.2% | $86,691-20.6% | $68,495+0.5% |
| Participation rate | 36.0% | 72.2%-36.2pp | 76.6%-40.6pp | 67.9%-31.9pp |
| Annual return | -19.94% | 3.53%-23.5pp | 35.94%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,568 | $3,779-32.0% | $4,656-44.8% | $4,028-36.2% |
| Admin fee / account holder | $31,821 | $6,112+420.6% | $7,492+324.7% | $5,403+488.9% |