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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 | $32,305 | $39,028-17.2% | $80,741-60.0% | $85,847-62.4% |
| Participation rate | 42.3% | 41.6%+0.8pp | 54.2%-11.9pp | 69.3%-27.0pp |
| Annual return | 8.83% | 26.31%-17.5pp | 87.30%-78.5pp | 318.61%-309.8pp |
| Employer contribution / active EE | $242 | $722-66.4% | $1,160-79.1% | $2,565-90.6% |
| Participant deferral / active EE | $835 | $1,326-37.1% | $2,145-61.1% | $3,952-78.9% |
| Admin fee / account holder | $5,563 | $2,429+129.0% | $3,380+64.6% | $6,261-11.1% |