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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 | $77,835 | $73,839+5.4% | $143,788-45.9% | $68,495+13.6% |
| Participation rate | 40.0% | 66.7%-26.7pp | 80.3%-40.3pp | 67.9%-27.9pp |
| Annual return | -22.63% | 1.01%-23.6pp | -0.03%-22.6pp | -7.84%-14.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,778 | $3,384-47.5% | $5,638-68.5% | $4,028-55.8% |
| Admin fee / account holder | $13,809 | $5,755+140.0% | $14,675-5.9% | $5,403+155.6% |