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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 | $26,610 | $48,277-44.9% | $67,511-60.6% | $80,874-67.1% |
| Participation rate | 46.0% | 66.4%-20.4pp | 72.9%-26.9pp | 67.6%-21.6pp |
| Annual return | 7.56% | 18.27%-10.7pp | 3517.41%-3509.8pp | 35.62%-28.1pp |
| Employer contribution / active EE | $607 | $2,021-70.0% | $2,733-77.8% | $2,756-78.0% |
| Participant deferral / active EE | $1,125 | $2,926-61.6% | $4,000-71.9% | $4,297-73.8% |
| Admin fee / account holder | $9,440 | $3,687+156.0% | $3,999+136.1% | $6,935+36.1% |