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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 | $34,038 | $50,947-33.2% | $74,551-54.3% | $64,173-47.0% |
| Participation rate | 27.5% | 61.1%-33.6pp | 69.1%-41.6pp | 69.6%-42.1pp |
| Annual return | -8.58% | -1.85%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,060 | $2,302-10.5% | $3,108-33.7% | $3,470-40.6% |
| Admin fee / account holder | $1,741 | $4,221-58.8% | $5,059-65.6% | $4,887-64.4% |