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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 | $27,004 | $53,777-49.8% | $134,155-79.9% | $79,860-66.2% |
| Participation rate | 24.2% | 58.8%-34.5pp | 72.2%-47.9pp | 69.6%-45.4pp |
| Annual return | 3.58% | 19.01%-15.4pp | 36.33%-32.8pp | 31.72%-28.1pp |
| Employer contribution / active EE | $261 | $1,321-80.2% | $3,704-92.9% | $2,471-89.4% |
| Participant deferral / active EE | $1,045 | $2,420-56.8% | $3,499-70.1% | $3,740-72.1% |
| Admin fee / account holder | $8,310 | $3,984+108.6% | $6,685+24.3% | $5,306+56.6% |