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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 | $47,508 | $71,878-33.9% | $86,698-45.2% | $68,486-30.6% |
| Participation rate | 64.3% | 72.2%-8.0pp | 76.6%-12.3pp | 67.9%-3.6pp |
| Annual return | -19.81% | 3.53%-23.3pp | 35.95%-55.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,159 | $3,779-42.9% | $4,656-53.6% | $4,028-46.4% |
| Admin fee / account holder | $4,160 | $6,113-31.9% | $7,493-44.5% | $5,404-23.0% |