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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 | $42,313 | $56,894-25.6% | $84,753-50.1% | $62,881-32.7% |
| Participation rate | 49.2% | 68.5%-19.4pp | 76.6%-27.4pp | 69.3%-20.2pp |
| Annual return | 1.02% | 6.30%-5.3pp | 22.78%-21.8pp | 20.14%-19.1pp |
| Employer contribution / active EE | $686 | $2,400-71.4% | $3,574-80.8% | $2,281-69.9% |
| Participant deferral / active EE | $1,749 | $2,709-35.4% | $3,712-52.9% | $3,203-45.4% |
| Admin fee / account holder | $17,873 | $3,581+399.1% | $5,333+235.1% | $4,296+316.1% |