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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 | $51,447 | $71,878-28.4% | $86,698-40.7% | $68,486-24.9% |
| Participation rate | 30.5% | 72.2%-41.7pp | 76.6%-46.1pp | 67.9%-37.4pp |
| Annual return | -21.59% | 3.53%-25.1pp | 35.95%-57.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,488 | $3,779+18.8% | $4,656-3.6% | $4,028+11.4% |
| Admin fee / account holder | $1,180 | $6,113-80.7% | $7,493-84.3% | $5,404-78.2% |