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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 | $42,177 | $46,360-9.0% | $147,617-71.4% | $52,331-19.4% |
| Participation rate | 25.7% | 64.9%-39.2pp | 84.6%-58.9pp | 68.1%-42.4pp |
| Annual return | -3.62% | 1.62%-5.2pp | 61.98%-65.6pp | 4.54%-8.2pp |
| Employer contribution / active EE | $275 | $2,126-87.1% | $5,564-95.1% | $1,882-85.4% |
| Participant deferral / active EE | $1,379 | $2,258-38.9% | $4,895-71.8% | $3,022-54.4% |
| Admin fee / account holder | $1,526 | $766+99.3% | $11,612-86.9% | $592+158.0% |