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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 | $27,896 | $153,311-81.8% | $109,313-74.5% | $273,972-89.8% |
| Participation rate | 40.0% | 80.1%-40.1pp | 71.3%-31.3pp | 83.0%-43.0pp |
| Annual return | -1.66% | 29.86%-31.5pp | 22.07%-23.7pp | 41.46%-43.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $823 | $3,932-79.1% | $3,166-74.0% | $5,287-84.4% |
| Admin fee / account holder | $4,295 | $8,076-46.8% | $5,666-24.2% | $10,133-57.6% |