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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 | $18,892 | $55,930-66.2% | $76,089-75.2% | $80,925-76.7% |
| Participation rate | 27.5% | 62.1%-34.6pp | 69.1%-41.6pp | 67.7%-40.2pp |
| Annual return | 5.74% | 20.58%-14.8pp | 360.94%-355.2pp | 35.65%-29.9pp |
| Employer contribution / active EE | $823 | $1,866-55.9% | $2,690-69.4% | $2,756-70.1% |
| Participant deferral / active EE | $1,282 | $3,051-58.0% | $4,259-69.9% | $4,299-70.2% |
| Admin fee / account holder | $65,907 | $5,241+1157.6% | $6,418+926.9% | $6,940+849.7% |