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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 | $32,328 | $76,371-57.7% | $93,621-65.5% | $72,975-55.7% |
| Participation rate | 55.4% | 71.8%-16.4pp | 75.8%-20.5pp | 69.5%-14.1pp |
| Annual return | -6.23% | 25.82%-32.0pp | 32.76%-39.0pp | 81.01%-87.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,937 | $3,538-45.3% | $4,070-52.4% | $3,608-46.3% |
| Admin fee / account holder | $13,210 | $6,839+93.1% | $7,890+67.4% | $5,124+157.8% |