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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 | $32,300 | $35,183-8.2% | $73,550-56.1% | $70,126-53.9% |
| Participation rate | 15.4% | 42.9%-27.5pp | 54.9%-39.5pp | 69.5%-54.2pp |
| Annual return | 1.97% | 26.90%-24.9pp | -15.16%+17.1pp | 73.15%-71.2pp |
| Employer contribution / active EE | $272 | $709-61.6% | $1,219-77.7% | $2,343-88.4% |
| Participant deferral / active EE | $2,463 | $1,220+101.9% | $1,804+36.5% | $3,332-26.1% |
| Admin fee / account holder | $151,227 | $2,302+6468.9% | $2,320+6419.2% | $4,645+3155.3% |