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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 | $26,345 | $48,053-45.2% | $84,623-68.9% | $72,983-63.9% |
| Participation rate | 51.2% | 57.6%-6.4pp | 68.2%-17.0pp | 69.5%-18.3pp |
| Annual return | 13.73% | 37.39%-23.7pp | 258.77%-245.0pp | 81.01%-67.3pp |
| Employer contribution / active EE | $311 | $1,602-80.6% | $2,652-88.3% | $2,440-87.3% |
| Participant deferral / active EE | $2,371 | $2,681-11.5% | $3,899-39.2% | $3,608-34.3% |
| Admin fee / account holder | $11,945 | $3,395+251.8% | $4,913+143.1% | $5,124+133.1% |