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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 | $49,969 | $81,870-39.0% | $119,634-58.2% | $68,490-27.0% |
| Participation rate | 46.8% | 71.9%-25.1pp | 79.3%-32.5pp | 67.9%-21.1pp |
| Annual return | -20.02% | -23.82%+3.8pp | -14.98%-5.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,555 | $4,148+9.8% | $5,601-18.7% | $4,028+13.1% |
| Admin fee / account holder | $1,155 | $6,583-82.5% | $10,329-88.8% | $5,403-78.6% |