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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 | $32,233 | $65,027-50.4% | $90,970-64.6% | $79,852-59.6% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | -10.14% | 30.45%-40.6pp | 134.58%-144.7pp | 31.72%-41.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,918 | $2,512+16.2% | $3,373-13.5% | $3,740-22.0% |
| Admin fee / account holder | $1,119 | $4,535-75.3% | $5,960-81.2% | $5,306-78.9% |