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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 | $28,459 | $45,050-36.8% | $63,018-54.8% | $70,126-59.4% |
| Participation rate | 55.7% | 69.5%-13.8pp | 74.8%-19.1pp | 69.5%-13.8pp |
| Annual return | 11.17% | 18.76%-7.6pp | 87.62%-76.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $440 | $2,052-78.6% | $2,761-84.1% | $2,343-81.2% |
| Participant deferral / active EE | $1,814 | $2,466-26.4% | $3,330-45.5% | $3,332-45.6% |
| Admin fee / account holder | $7,720 | $2,834+172.4% | $3,601+114.4% | $4,645+66.2% |