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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 | $24,539 | $51,638-52.5% | $68,368-64.1% | $82,448-70.2% |
| Participation rate | 61.5% | 63.6%-2.1pp | 73.8%-12.2pp | 68.1%-6.5pp |
| Annual return | 5.11% | 37.53%-32.4pp | 292.57%-287.5pp | 41.64%-36.5pp |
| Employer contribution / active EE | $577 | $2,047-71.8% | $2,649-78.2% | $2,551-77.4% |
| Participant deferral / active EE | $2,035 | $2,914-30.2% | $4,123-50.6% | $4,139-50.8% |
| Admin fee / account holder | $14,456 | $4,643+211.3% | $5,150+180.7% | $7,234+99.8% |