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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 | $43,210 | $73,009-40.8% | $90,760-52.4% | $68,486-36.9% |
| Participation rate | 58.1% | 70.8%-12.8pp | 75.7%-17.6pp | 67.9%-9.8pp |
| Annual return | -20.79% | -13.81%-7.0pp | -12.16%-8.6pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,377 | $3,626+186.2% | $4,565+127.3% | $4,028+157.7% |
| Admin fee / account holder | $5,866 | $5,896-0.5% | $8,444-30.5% | $5,404+8.6% |