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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 | $27,995 | $58,311-52.0% | $81,882-65.8% | $80,959-65.4% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.4%-24.2pp | 67.7%-19.5pp |
| Annual return | 10.71% | 41.85%-31.1pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $728 | $2,347-69.0% | $2,916-75.0% | $2,757-73.6% |
| Participant deferral / active EE | $958 | $3,287-70.9% | $4,323-77.8% | $4,300-77.7% |
| Admin fee / account holder | $16,390 | $4,752+244.9% | $7,360+122.7% | $6,925+136.7% |