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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 | $37,378 | $71,480-47.7% | $90,782-58.8% | $64,173-41.8% |
| Participation rate | 47.1% | 77.6%-30.5pp | 82.7%-35.6pp | 69.6%-22.5pp |
| Annual return | -8.67% | -4.25%-4.4pp | -3.42%-5.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,662 | $4,302-61.4% | $5,366-69.0% | $3,470-52.1% |
| Admin fee / account holder | $2,542 | $6,309-59.7% | $5,908-57.0% | $4,887-48.0% |