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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 | $63,036 | $73,009-13.7% | $90,756-30.5% | $68,495-8.0% |
| Participation rate | 54.8% | 70.8%-16.0pp | 75.7%-20.9pp | 67.9%-13.1pp |
| Annual return | -24.41% | -13.81%-10.6pp | -12.16%-12.3pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,927 | $3,626+35.9% | $4,565+7.9% | $4,028+22.3% |
| Admin fee / account holder | $2,750 | $5,896-53.4% | $8,445-67.4% | $5,403-49.1% |