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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 | $17,417 | $47,944-63.7% | $67,834-74.3% | $62,881-72.3% |
| Participation rate | 62.2% | 61.1%+1.1pp | 68.8%-6.6pp | 69.3%-7.1pp |
| Annual return | 2.49% | 11.77%-9.3pp | 138.47%-136.0pp | 20.14%-17.7pp |
| Employer contribution / active EE | $267 | $1,562-82.9% | $2,403-88.9% | $2,281-88.3% |
| Participant deferral / active EE | $1,458 | $2,247-35.1% | $3,160-53.8% | $3,203-54.5% |
| Admin fee / account holder | $27,256 | $3,712+634.3% | $4,622+489.7% | $4,296+534.5% |