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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 | $82,788 | $59,819+38.4% | $79,583+4.0% | $68,490+20.9% |
| Participation rate | 19.0% | 61.1%-42.0pp | 69.5%-50.4pp | 67.9%-48.8pp |
| Annual return | -20.62% | -12.30%-8.3pp | 0.16%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,864 | $3,025-38.4% | $3,986-53.2% | $4,028-53.7% |
| Admin fee / account holder | $729 | $4,835-84.9% | $6,835-89.3% | $5,403-86.5% |