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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 | $65,186 | $86,655-24.8% | $119,622-45.5% | $66,938-2.6% |
| Participation rate | 44.3% | 75.6%-31.3pp | 79.3%-35.0pp | 69.8%-25.5pp |
| Annual return | -18.08% | -8.00%-10.1pp | -14.98%-3.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,345 | $4,358-0.3% | $5,601-22.4% | $4,238+2.5% |
| Admin fee / account holder | $655 | $755-13.3% | $10,328-93.7% | $594+10.3% |