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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 | $29,915 | $61,214-51.1% | $83,322-64.1% | $56,287-46.9% |
| Participation rate | 50.0% | 72.6%-22.6pp | 77.8%-27.8pp | 69.9%-19.9pp |
| Annual return | -8.23% | 0.42%-8.6pp | 10.64%-18.9pp | -9.96%+1.7pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,973 | $5,091+17.3% | $5,565+7.3% | $3,350+78.3% |
| Admin fee / account holder | $1,315 | $512+157.2% | $7,540-82.6% | $521+152.5% |