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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 | $47,545 | $48,235-1.4% | $68,803-30.9% | $68,490-30.6% |
| Participation rate | 45.5% | 60.7%-15.2pp | 69.0%-23.6pp | 67.9%-22.4pp |
| Annual return | -24.46% | -12.70%-11.8pp | -6.37%-18.1pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,140 | $2,867-25.3% | $3,942-45.7% | $4,028-46.9% |
| Admin fee / account holder | $1,977 | $4,361-54.7% | $4,936-59.9% | $5,403-63.4% |