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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 | $8,407 | $45,872-81.7% | $77,100-89.1% | $68,490-87.7% |
| Participation rate | 25.0% | 55.9%-30.9pp | 67.9%-42.9pp | 67.9%-42.9pp |
| Annual return | -23.12% | 1.73%-24.8pp | 42.35%-65.5pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,594 | $2,963-46.2% | $4,430-64.0% | $4,028-60.4% |
| Admin fee / account holder | $3,063 | $3,041+0.7% | $5,443-43.7% | $5,403-43.3% |