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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 | $30,092 | $63,845-52.9% | $81,370-63.0% | $80,959-62.8% |
| Participation rate | 9.5% | 63.9%-54.4pp | 69.5%-60.0pp | 67.7%-58.1pp |
| Annual return | 4.89% | 16.37%-11.5pp | 24.85%-20.0pp | 35.67%-30.8pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,177 | $3,093-61.9% | $3,885-69.7% | $4,300-72.6% |
| Admin fee / account holder | $31,198 | $5,688+448.4% | $5,749+442.6% | $6,925+350.5% |