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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 | $29,353 | $50,947-42.4% | $74,551-60.6% | $64,173-54.3% |
| Participation rate | 48.2% | 61.1%-12.9pp | 69.1%-21.0pp | 69.6%-21.4pp |
| Annual return | -9.37% | -1.85%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,502 | $2,302+8.7% | $3,108-19.5% | $3,470-27.9% |
| Admin fee / account holder | $4,678 | $4,221+10.8% | $5,059-7.5% | $4,887-4.3% |