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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 | $35,327 | $78,690-55.1% | $161,489-78.1% | $87,485-59.6% |
| Participation rate | 53.1% | 67.5%-14.3pp | 78.7%-25.6pp | 68.9%-15.8pp |
| Annual return | 9.26% | 32.74%-23.5pp | 89.72%-80.5pp | 26.06%-16.8pp |
| Employer contribution / active EE | $441 | $2,588-82.9% | $4,268-89.7% | $2,596-83.0% |
| Participant deferral / active EE | $2,063 | $3,311-37.7% | $5,630-63.4% | $4,274-51.7% |
| Admin fee / account holder | $16,237 | $6,724+141.5% | $16,006+1.4% | $7,775+108.8% |