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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 | $43,043 | $49,280-12.7% | $67,313-36.1% | $64,181-32.9% |
| Participation rate | 45.9% | 60.8%-14.8pp | 69.1%-23.1pp | 69.6%-23.6pp |
| Annual return | -8.32% | -1.39%-6.9pp | -4.08%-4.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,435 | $2,484-42.2% | $3,568-59.8% | $3,470-58.6% |
| Admin fee / account holder | $1,304 | $3,863-66.2% | $4,507-71.1% | $4,887-73.3% |