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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 | $30,172 | $59,813-49.6% | $79,580-62.1% | $68,486-55.9% |
| Participation rate | 30.6% | 61.1%-30.4pp | 69.5%-38.8pp | 67.9%-37.2pp |
| Annual return | -21.76% | -12.30%-9.5pp | 0.15%-21.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,231 | $3,024-26.3% | $3,985-44.0% | $4,028-44.6% |
| Admin fee / account holder | $1,618 | $4,835-66.5% | $6,835-76.3% | $5,404-70.1% |