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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 | $28,905 | $76,834-62.4% | $108,359-73.3% | $87,485-67.0% |
| Participation rate | 17.8% | 61.7%-44.0pp | 70.1%-52.3pp | 68.9%-51.2pp |
| Annual return | 4.56% | 19.09%-14.5pp | 36.89%-32.3pp | 26.06%-21.5pp |
| Employer contribution / active EE | $402 | $1,556-74.2% | $2,399-83.2% | $2,596-84.5% |
| Participant deferral / active EE | $2,105 | $3,100-32.1% | $4,137-49.1% | $4,274-50.7% |
| Admin fee / account holder | $37,307 | $6,537+470.7% | $9,741+283.0% | $7,775+379.8% |