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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 | $29,294 | $53,128-44.9% | $86,582-66.2% | $70,126-58.2% |
| Participation rate | 29.9% | 65.3%-35.4pp | 73.5%-43.7pp | 69.5%-39.7pp |
| Annual return | 7.45% | 27.66%-20.2pp | 965.08%-957.6pp | 73.15%-65.7pp |
| Employer contribution / active EE | $553 | $2,068-73.3% | $2,839-80.5% | $2,343-76.4% |
| Participant deferral / active EE | $966 | $2,695-64.1% | $3,609-73.2% | $3,332-71.0% |
| Admin fee / account holder | $27,611 | $3,584+670.4% | $4,904+463.0% | $4,645+494.4% |