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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 | $13,840 | $77,905-82.2% | $149,682-90.8% | $75,173-81.6% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 4.99% | 31.72%-26.7pp | 134.35%-129.4pp | 160.65%-155.7pp |
| Employer contribution / active EE | $651 | $3,138-79.2% | $4,818-86.5% | $2,670-75.6% |
| Participant deferral / active EE | $1,014 | $3,411-70.3% | $5,681-82.1% | $4,126-75.4% |
| Admin fee / account holder | $19,359 | $5,957+225.0% | $13,210+46.6% | $5,651+242.6% |