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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 | $27,666 | $42,909-35.5% | $60,906-54.6% | $68,486-59.6% |
| Participation rate | 40.4% | 66.8%-26.4pp | 73.1%-32.7pp | 67.9%-27.5pp |
| Annual return | -20.65% | -13.99%-6.7pp | 16.94%-37.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,361 | $2,866+87.0% | $3,814+40.6% | $4,028+33.1% |
| Admin fee / account holder | $389 | $3,104-87.5% | $3,227-88.0% | $5,404-92.8% |