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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 | $47,067 | $81,870-42.5% | $119,622-60.7% | $68,486-31.3% |
| Participation rate | 48.9% | 71.9%-23.0pp | 79.3%-30.3pp | 67.9%-19.0pp |
| Annual return | -19.34% | -23.82%+4.5pp | -14.98%-4.4pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,607 | $4,148+11.1% | $5,601-17.7% | $4,028+14.4% |
| Admin fee / account holder | $999 | $6,583-84.8% | $10,328-90.3% | $5,404-81.5% |