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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 | $74,995 | $88,707-15.5% | $74,184+1.1% | $273,972-72.6% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.6%-23.7pp | 83.0%-30.1pp |
| Annual return | -9.91% | 11.94%-21.9pp | 17.74%-27.6pp | 41.46%-51.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,614 | $4,212-37.9% | $3,550-26.4% | $5,287-50.6% |
| Admin fee / account holder | $788 | $8,717-91.0% | $5,586-85.9% | $10,133-92.2% |