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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 | $24,258 | $46,697-48.1% | $117,529-79.4% | $68,490-64.6% |
| Participation rate | 38.5% | 56.8%-18.3pp | 70.6%-32.1pp | 67.9%-29.4pp |
| Annual return | -21.74% | -14.52%-7.2pp | 29.77%-51.5pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,274 | $2,637-51.7% | $4,072-68.7% | $4,028-68.4% |
| Admin fee / account holder | $589 | $4,023-85.4% | $5,645-89.6% | $5,403-89.1% |