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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 | $20,737 | $73,848-71.9% | $143,799-85.6% | $68,486-69.7% |
| Participation rate | 18.2% | 66.7%-48.5pp | 80.3%-62.1pp | 67.9%-49.7pp |
| Annual return | -22.64% | 0.91%-23.5pp | -0.04%-22.6pp | -7.85%-14.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,019 | $3,385-69.9% | $5,638-81.9% | $4,028-74.7% |
| Admin fee / account holder | $2,194 | $5,755-61.9% | $14,677-85.1% | $5,404-59.4% |