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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 | $26,166 | $88,707-70.5% | $74,184-64.7% | $273,972-90.4% |
| Participation rate | 38.5% | 79.4%-41.0pp | 76.6%-38.2pp | 83.0%-44.6pp |
| Annual return | -0.93% | 11.94%-12.9pp | 17.74%-18.7pp | 41.46%-42.4pp |
| Employer contribution / active EE | $572 | $3,159-81.9% | $2,370-75.9% | $4,869-88.2% |
| Participant deferral / active EE | $2,087 | $4,212-50.4% | $3,550-41.2% | $5,287-60.5% |
| Admin fee / account holder | $49,633 | $8,717+469.4% | $5,586+788.6% | $10,133+389.8% |