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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 | $51,795 | $76,912-32.7% | $129,118-59.9% | $68,490-24.4% |
| Participation rate | 48.5% | 69.1%-20.7pp | 77.2%-28.8pp | 67.9%-19.4pp |
| Annual return | -23.17% | -9.78%-13.4pp | -10.94%-12.2pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,814 | $4,732-61.7% | $6,539-72.3% | $4,028-55.0% |
| Admin fee / account holder | $1,246 | $6,638-81.2% | $14,305-91.3% | $5,403-76.9% |