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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 | $30,279 | $59,819-49.4% | $79,583-62.0% | $68,490-55.8% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | -19.96% | -12.30%-7.7pp | 0.16%-20.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,849 | $3,025+27.3% | $3,986-3.4% | $4,028-4.4% |
| Admin fee / account holder | $1,718 | $4,835-64.5% | $6,835-74.9% | $5,403-68.2% |