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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 | $42,700 | $36,140+18.2% | $73,658-42.0% | $64,340-33.6% |
| Participation rate | 7.6% | 31.0%-23.4pp | 57.0%-49.4pp | 55.2%-47.6pp |
| Annual return | 13.78% | 21.48%-7.7pp | 29.72%-15.9pp | 24.14%-10.4pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $243 | $1,023-76.3% | $2,062-88.2% | $2,980-91.9% |
| Admin fee / account holder | $6,113 | $2,513+143.3% | $3,357+82.1% | $3,703+65.1% |