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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 | $31,233 | $76,407-59.1% | $150,298-79.2% | $82,448-62.1% |
| Participation rate | 7.3% | 66.4%-59.1pp | 77.8%-70.4pp | 68.1%-60.8pp |
| Annual return | 2.01% | 39.99%-38.0pp | 62.79%-60.8pp | 41.64%-39.6pp |
| Employer contribution / active EE | $383 | $2,614-85.4% | $4,154-90.8% | $2,551-85.0% |
| Participant deferral / active EE | $1,745 | $3,214-45.7% | $5,453-68.0% | $4,139-57.8% |
| Admin fee / account holder | $131,732 | $6,352+1973.9% | $14,116+833.2% | $7,234+1720.9% |