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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 | $36,725 | $71,873-48.9% | $86,698-57.6% | $68,490-46.4% |
| Participation rate | 64.4% | 72.2%-7.9pp | 76.6%-12.2pp | 67.9%-3.5pp |
| Annual return | -19.78% | 3.54%-23.3pp | 35.96%-55.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,414 | $3,779-36.1% | $4,656-48.2% | $4,028-40.1% |
| Admin fee / account holder | $2,341 | $6,110-61.7% | $7,492-68.7% | $5,403-56.7% |