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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 | $62,539 | $73,863-15.3% | $143,797-56.5% | $68,490-8.7% |
| Participation rate | 40.0% | 66.7%-26.7pp | 80.3%-40.3pp | 67.9%-27.9pp |
| Annual return | -19.47% | 0.91%-20.4pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,982 | $3,385+17.6% | $5,638-29.4% | $4,028-1.1% |
| Admin fee / account holder | $1,422 | $5,756-75.3% | $14,679-90.3% | $5,403-73.7% |