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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 | $29,226 | $53,162-45.0% | $91,225-68.0% | $68,495-57.3% |
| Participation rate | 31.0% | 63.2%-32.2pp | 73.2%-42.2pp | 67.9%-36.9pp |
| Annual return | -20.60% | -3.14%-17.5pp | 114.10%-134.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,147 | $2,974-61.4% | $4,234-72.9% | $4,028-71.5% |
| Admin fee / account holder | $891 | $4,493-80.2% | $5,422-83.6% | $5,403-83.5% |