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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 | $26,972 | $54,763-50.7% | $90,324-70.1% | $72,976-63.0% |
| Participation rate | 48.9% | 65.2%-16.2pp | 73.3%-24.3pp | 69.5%-20.6pp |
| Annual return | 5.94% | 30.63%-24.7pp | 78.15%-72.2pp | 81.02%-75.1pp |
| Employer contribution / active EE | $899 | $2,093-57.1% | $2,856-68.5% | $2,440-63.2% |
| Participant deferral / active EE | $1,312 | $2,887-54.6% | $3,885-66.2% | $3,608-63.6% |
| Admin fee / account holder | $780 | $3,973-80.4% | $5,356-85.4% | $5,124-84.8% |