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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 | $53,633 | $77,817-31.1% | $123,553-56.6% | $64,173-16.4% |
| Participation rate | 48.9% | 74.7%-25.8pp | 82.3%-33.4pp | 69.6%-20.6pp |
| Annual return | -8.42% | 12.49%-20.9pp | 119.21%-127.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,011 | $5,240-42.5% | $6,426-53.1% | $3,470-13.2% |
| Admin fee / account holder | $6,229 | $5,519+12.9% | $9,284-32.9% | $4,887+27.5% |