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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 | $38,106 | $81,870-53.5% | $119,634-68.1% | $68,490-44.4% |
| Participation rate | 57.1% | 71.9%-14.8pp | 79.3%-22.1pp | 67.9%-10.8pp |
| Annual return | -21.12% | -23.82%+2.7pp | -14.98%-6.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,157 | $4,148+72.5% | $5,601+27.8% | $4,028+77.7% |
| Admin fee / account holder | $771 | $6,583-88.3% | $10,329-92.5% | $5,403-85.7% |