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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 | $27,729 | $108,212-74.4% | $77,513-64.2% | $158,966-82.6% |
| Participation rate | 21.4% | 64.4%-43.0pp | 54.2%-32.8pp | 82.0%-60.5pp |
| Annual return | -1.92% | 31.67%-33.6pp | 54.81%-56.7pp | 302.95%-304.9pp |
| Employer contribution / active EE | $89 | $1,325-93.3% | $987-91.0% | $4,762-98.1% |
| Participant deferral / active EE | $1,401 | $2,455-42.9% | $1,861-24.7% | $5,983-76.6% |
| Admin fee / account holder | $11,416 | $3,709+207.8% | $2,859+299.3% | $11,250+1.5% |