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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 | $25,490 | $43,344-41.2% | $59,899-57.4% | $64,173-60.3% |
| Participation rate | 33.3% | 69.2%-35.8pp | 74.7%-41.4pp | 69.6%-36.2pp |
| Annual return | -8.88% | -1.55%-7.3pp | 3.46%-12.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,799 | $2,547+49.1% | $3,402+11.7% | $3,470+9.5% |
| Admin fee / account holder | $1,727 | $3,008-42.6% | $3,592-51.9% | $4,887-64.7% |