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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 | $32,398 | $45,872-29.4% | $77,096-58.0% | $68,486-52.7% |
| Participation rate | 26.1% | 55.9%-29.8pp | 67.9%-41.8pp | 67.9%-41.8pp |
| Annual return | -21.59% | 1.73%-23.3pp | 42.35%-63.9pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,514 | $2,963-15.1% | $4,429-43.2% | $4,028-37.6% |
| Admin fee / account holder | $700 | $3,041-77.0% | $5,428-87.1% | $5,404-87.0% |