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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 | $35,785 | $54,239-34.0% | $70,098-48.9% | $68,495-47.8% |
| Participation rate | 27.3% | 64.5%-37.2pp | 70.5%-43.2pp | 67.9%-40.6pp |
| Annual return | -22.55% | -13.87%-8.7pp | 190.76%-213.3pp | -7.84%-14.7pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,925 | $2,957-34.9% | $3,849-50.0% | $4,028-52.2% |
| Admin fee / account holder | $3,285 | $4,691-30.0% | $6,266-47.6% | $5,403-39.2% |