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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 | $33,166 | $71,480-53.6% | $90,782-63.5% | $64,173-48.3% |
| Participation rate | 52.9% | 77.6%-24.6pp | 82.7%-29.7pp | 69.6%-16.6pp |
| Annual return | -8.00% | -4.25%-3.8pp | -3.42%-4.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,666 | $4,302-61.3% | $5,366-68.9% | $3,470-52.0% |
| Admin fee / account holder | $1,485 | $6,309-76.5% | $5,908-74.9% | $4,887-69.6% |