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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 | $24,953 | $59,834-58.3% | $79,576-68.6% | $68,495-63.6% |
| Participation rate | 25.7% | 61.1%-35.3pp | 69.5%-43.8pp | 67.9%-42.2pp |
| Annual return | -22.33% | -12.30%-10.0pp | 0.15%-22.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,055 | $3,024+1.0% | $3,985-23.3% | $4,028-24.1% |
| Admin fee / account holder | $3,107 | $4,835-35.7% | $6,834-54.5% | $5,403-42.5% |