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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 | $33,027 | $153,311-78.5% | $109,313-69.8% | $273,972-87.9% |
| Participation rate | 7.7% | 80.1%-72.4pp | 71.3%-63.6pp | 83.0%-75.3pp |
| Annual return | -2.36% | 29.86%-32.2pp | 22.07%-24.4pp | 41.46%-43.8pp |
| Employer contribution / active EE | $65 | $5,619-98.9% | $3,892-98.3% | $4,869-98.7% |
| Participant deferral / active EE | $828 | $3,932-78.9% | $3,166-73.9% | $5,287-84.3% |
| Admin fee / account holder | $2,168 | $8,076-73.2% | $5,666-61.7% | $10,133-78.6% |