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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 | $28,508 | $37,446-23.9% | $77,552-63.2% | $79,856-64.3% |
| Participation rate | 15.4% | 41.5%-26.1pp | 54.2%-38.8pp | 69.6%-54.3pp |
| Annual return | 8.97% | 39.76%-30.8pp | 54.82%-45.9pp | 31.71%-22.7pp |
| Employer contribution / active EE | $394 | $637-38.2% | $987-60.1% | $2,471-84.1% |
| Participant deferral / active EE | $1,142 | $1,261-9.4% | $1,861-38.6% | $3,741-69.5% |
| Admin fee / account holder | $25,212 | $2,506+906.0% | $2,859+781.8% | $5,306+375.1% |