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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 | $28,120 | $65,364-57.0% | $92,909-69.7% | $72,975-61.5% |
| Participation rate | 55.9% | 68.3%-12.4pp | 76.0%-20.1pp | 69.5%-13.6pp |
| Annual return | -0.84% | 42.11%-42.9pp | 109.44%-110.3pp | 81.01%-81.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,096 | $3,128-33.0% | $4,238-50.5% | $3,608-41.9% |
| Admin fee / account holder | $4,511 | $4,251+6.1% | $5,795-22.2% | $5,124-12.0% |