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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 | $34,867 | $64,719-46.1% | $112,249-68.9% | $68,486-49.1% |
| Participation rate | 34.2% | 67.2%-32.9pp | 75.1%-40.9pp | 67.9%-33.7pp |
| Annual return | -19.72% | -11.40%-8.3pp | 27.48%-47.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,726 | $3,565-51.6% | $4,729-63.5% | $4,028-57.2% |
| Admin fee / account holder | $6,419 | $5,232+22.7% | $6,412+0.1% | $5,404+18.8% |