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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 | $78,214 | $73,009+7.1% | $90,756-13.8% | $68,495+14.2% |
| Participation rate | 41.0% | 70.8%-29.8pp | 75.7%-34.7pp | 67.9%-26.9pp |
| Annual return | -20.63% | -13.81%-6.8pp | -12.16%-8.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,794 | $3,626-50.5% | $4,565-60.7% | $4,028-55.4% |
| Admin fee / account holder | $1,686 | $5,896-71.4% | $8,445-80.0% | $5,403-68.8% |