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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 | $26,987 | $54,757-50.7% | $90,300-70.1% | $72,983-63.0% |
| Participation rate | 47.2% | 65.1%-17.9pp | 73.3%-26.0pp | 69.5%-22.3pp |
| Annual return | 3.01% | 30.63%-27.6pp | 78.11%-75.1pp | 81.01%-78.0pp |
| Employer contribution / active EE | $811 | $2,092-61.2% | $2,854-71.6% | $2,440-66.8% |
| Participant deferral / active EE | $1,123 | $2,887-61.1% | $3,884-71.1% | $3,608-68.9% |
| Admin fee / account holder | $9,382 | $3,972+136.2% | $5,353+75.3% | $5,124+83.1% |