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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 | $50,032 | $73,839-32.2% | $143,788-65.2% | $68,495-27.0% |
| Participation rate | 48.7% | 66.7%-17.9pp | 80.3%-31.6pp | 67.9%-19.2pp |
| Annual return | -20.04% | 1.01%-21.1pp | -0.03%-20.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,201 | $3,384-5.4% | $5,638-43.2% | $4,028-20.5% |
| Admin fee / account holder | $903 | $5,755-84.3% | $14,675-93.8% | $5,403-83.3% |