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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 | $29,773 | $45,872-35.1% | $77,096-61.4% | $68,486-56.5% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -22.70% | 1.73%-24.4pp | 42.35%-65.0pp | -7.85%-14.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,771 | $2,963-6.5% | $4,429-37.4% | $4,028-31.2% |
| Admin fee / account holder | $6,267 | $3,041+106.1% | $5,428+15.4% | $5,404+16.0% |