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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 | $28,986 | $49,255-41.2% | $70,494-58.9% | $79,856-63.7% |
| Participation rate | 45.7% | 69.2%-23.4pp | 75.1%-29.3pp | 69.6%-23.9pp |
| Annual return | 0.93% | 30.10%-29.2pp | 109.16%-108.2pp | 31.71%-30.8pp |
| Employer contribution / active EE | $635 | $2,100-69.8% | $2,738-76.8% | $2,471-74.3% |
| Participant deferral / active EE | $1,412 | $2,768-49.0% | $3,711-62.0% | $3,741-62.3% |
| Admin fee / account holder | $9,143 | $2,879+217.6% | $3,848+137.6% | $5,306+72.3% |