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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 | $67,893 | $81,870-17.1% | $119,622-43.2% | $68,486-0.9% |
| Participation rate | 41.0% | 71.9%-30.9pp | 79.3%-38.2pp | 67.9%-26.9pp |
| Annual return | -21.47% | -23.82%+2.4pp | -14.98%-6.5pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,327 | $4,148+4.3% | $5,601-22.7% | $4,028+7.4% |
| Admin fee / account holder | $7,680 | $6,583+16.7% | $10,328-25.6% | $5,404+42.1% |