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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 | $22,878 | $45,872-50.1% | $77,100-70.3% | $68,490-66.6% |
| Participation rate | 23.1% | 55.9%-32.8pp | 67.9%-44.8pp | 67.9%-44.8pp |
| Annual return | -23.17% | 1.73%-24.9pp | 42.35%-65.5pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,669 | $2,963+23.8% | $4,430-17.2% | $4,028-8.9% |
| Admin fee / account holder | $2,754 | $3,041-9.4% | $5,443-49.4% | $5,403-49.0% |