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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 | $43,219 | $56,484-23.5% | $169,452-74.5% | $64,173-32.7% |
| Participation rate | 30.7% | 64.5%-33.9pp | 77.8%-47.1pp | 69.6%-38.9pp |
| Annual return | -9.12% | -1.55%-7.6pp | 1.83%-10.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,800 | $3,448-47.8% | $5,277-65.9% | $3,470-48.1% |
| Admin fee / account holder | $3,833 | $4,174-8.2% | $9,110-57.9% | $4,887-21.6% |