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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 | $26,682 | $46,596-42.7% | $64,085-58.4% | $75,173-64.5% |
| Participation rate | 46.7% | 65.9%-19.3pp | 72.3%-25.6pp | 67.2%-20.5pp |
| Annual return | 6.93% | 26.04%-19.1pp | 33.69%-26.8pp | 160.65%-153.7pp |
| Employer contribution / active EE | $803 | $1,975-59.3% | $2,747-70.8% | $2,670-69.9% |
| Participant deferral / active EE | $1,175 | $2,839-58.6% | $3,881-69.7% | $4,126-71.5% |
| Admin fee / account holder | $8,969 | $2,954+203.6% | $3,069+192.2% | $5,651+58.7% |