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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 | $27,998 | $46,360-39.6% | $147,617-81.0% | $52,331-46.5% |
| Participation rate | 36.4% | 64.9%-28.5pp | 84.6%-48.2pp | 68.1%-31.7pp |
| Annual return | -2.76% | 1.62%-4.4pp | 61.98%-64.7pp | 4.54%-7.3pp |
| Employer contribution / active EE | $580 | $2,126-72.7% | $5,564-89.6% | $1,882-69.2% |
| Participant deferral / active EE | $1,022 | $2,258-54.7% | $4,895-79.1% | $3,022-66.2% |
| Admin fee / account holder | $2,205 | $766+188.0% | $11,612-81.0% | $592+272.7% |