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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 | $25,831 | $77,638-66.7% | $156,551-83.5% | $62,881-58.9% |
| Participation rate | 29.0% | 71.2%-42.2pp | 84.0%-55.0pp | 69.3%-40.3pp |
| Annual return | -1.97% | 50.33%-52.3pp | 32.23%-34.2pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,440 | $3,046-52.7% | $4,871-70.4% | $3,203-55.1% |
| Admin fee / account holder | $5,939 | $5,561+6.8% | $13,028-54.4% | $4,296+38.3% |