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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 | $27,362 | $76,407-64.2% | $150,298-81.8% | $82,448-66.8% |
| Participation rate | 14.8% | 66.4%-51.6pp | 77.8%-62.9pp | 68.1%-53.3pp |
| Annual return | 3.45% | 39.99%-36.5pp | 62.79%-59.3pp | 41.64%-38.2pp |
| Employer contribution / active EE | $336 | $2,614-87.2% | $4,154-91.9% | $2,551-86.8% |
| Participant deferral / active EE | $1,030 | $3,214-68.0% | $5,453-81.1% | $4,139-75.1% |
| Admin fee / account holder | $13,771 | $6,352+116.8% | $14,116-2.4% | $7,234+90.4% |