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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 | $38,935 | $62,589-37.8% | $76,768-49.3% | $64,173-39.3% |
| Participation rate | 53.8% | 72.8%-19.0pp | 77.0%-23.1pp | 69.6%-15.7pp |
| Annual return | -9.63% | -1.95%-7.7pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,571 | $3,145+204.3% | $3,852+148.5% | $3,470+175.8% |
| Admin fee / account holder | $503 | $4,667-89.2% | $6,675-92.5% | $4,887-89.7% |