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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 | $41,328 | $77,817-46.9% | $123,553-66.5% | $64,173-35.6% |
| Participation rate | 47.2% | 74.7%-27.5pp | 82.3%-35.1pp | 69.6%-22.3pp |
| Annual return | -9.74% | 12.49%-22.2pp | 119.21%-128.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,448 | $5,240-34.2% | $6,426-46.3% | $3,470-0.6% |
| Admin fee / account holder | $2,317 | $5,519-58.0% | $9,284-75.0% | $4,887-52.6% |