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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 | $39,473 | $49,280-19.9% | $67,313-41.4% | $64,173-38.5% |
| Participation rate | 38.3% | 60.8%-22.5pp | 69.1%-30.7pp | 69.6%-31.2pp |
| Annual return | -9.18% | -1.39%-7.8pp | -4.08%-5.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,295 | $2,484-7.6% | $3,568-35.7% | $3,470-33.8% |
| Admin fee / account holder | $2,619 | $3,863-32.2% | $4,507-41.9% | $4,887-46.4% |