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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 | $31,087 | $71,215-56.3% | $93,696-66.8% | $80,935-61.6% |
| Participation rate | 27.1% | 60.4%-33.3pp | 68.7%-41.6pp | 67.7%-40.5pp |
| Annual return | -0.46% | 11.27%-11.7pp | 133.74%-134.2pp | 35.66%-36.1pp |
| Employer contribution / active EE | $442 | $1,565-71.8% | $2,422-81.7% | $2,757-84.0% |
| Participant deferral / active EE | $1,902 | $4,037-52.9% | $4,417-56.9% | $4,299-55.8% |
| Admin fee / account holder | $19,314 | $6,958+177.6% | $8,287+133.1% | $6,924+178.9% |