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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 | $28,055 | $85,171-67.1% | $172,753-83.8% | $72,976-61.6% |
| Participation rate | 45.9% | 70.1%-24.2pp | 82.6%-36.7pp | 69.5%-23.6pp |
| Annual return | 6.17% | 27.32%-21.2pp | 803.00%-796.8pp | 81.02%-74.8pp |
| Employer contribution / active EE | $614 | $3,324-81.5% | $5,144-88.1% | $2,440-74.8% |
| Participant deferral / active EE | $1,725 | $3,260-47.1% | $5,198-66.8% | $3,608-52.2% |
| Admin fee / account holder | $7,457 | $5,880+26.8% | $13,956-46.6% | $5,124+45.5% |