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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 | $23,288 | $77,816-70.1% | $123,552-81.2% | $64,173-63.7% |
| Participation rate | 46.8% | 74.7%-27.9pp | 82.3%-35.5pp | 69.6%-22.7pp |
| Annual return | -9.01% | 12.49%-21.5pp | 119.20%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,423 | $5,240-34.7% | $6,426-46.7% | $3,470-1.4% |
| Admin fee / account holder | $6,323 | $5,519+14.6% | $9,285-31.9% | $4,887+29.4% |