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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 | $78,690-60.3% | $161,489-80.7% | $87,485-64.3% |
| Participation rate | 7.3% | 67.5%-60.1pp | 78.7%-71.4pp | 68.9%-61.6pp |
| Annual return | 2.01% | 32.74%-30.7pp | 89.72%-87.7pp | 26.06%-24.1pp |
| Employer contribution / active EE | $383 | $2,588-85.2% | $4,268-91.0% | $2,596-85.3% |
| Participant deferral / active EE | $1,745 | $3,311-47.3% | $5,630-69.0% | $4,274-59.2% |
| Admin fee / account holder | $131,732 | $6,724+1859.3% | $16,006+723.0% | $7,775+1594.4% |