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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 | $23,772 | $49,976-52.4% | $66,674-64.3% | $82,637-71.2% |
| Participation rate | 25.8% | 63.1%-37.3pp | 73.7%-47.9pp | 68.1%-42.2pp |
| Annual return | 6.26% | 39.09%-32.8pp | 321.24%-315.0pp | 53.51%-47.2pp |
| Employer contribution / active EE | $750 | $1,988-62.3% | $2,620-71.4% | $2,552-70.6% |
| Participant deferral / active EE | $997 | $2,847-65.0% | $4,084-75.6% | $4,126-75.8% |
| Admin fee / account holder | $29,159 | $4,594+534.8% | $5,098+472.0% | $7,339+297.3% |