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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 | $29,850 | $73,839-59.6% | $143,788-79.2% | $68,495-56.4% |
| Participation rate | 44.6% | 66.7%-22.1pp | 80.3%-35.7pp | 67.9%-23.3pp |
| Annual return | -19.95% | 1.01%-21.0pp | -0.03%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,540 | $3,384-54.5% | $5,638-72.7% | $4,028-61.8% |
| Admin fee / account holder | $1,429 | $5,755-75.2% | $14,675-90.3% | $5,403-73.6% |