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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 | $44,425 | $41,150+8.0% | $80,627-44.9% | $71,511-37.9% |
| Participation rate | 10.7% | 50.3%-39.6pp | 67.0%-56.3pp | 67.9%-57.3pp |
| Annual return | 3.85% | 38.48%-34.6pp | 936.76%-932.9pp | 28.86%-25.0pp |
| Employer contribution / active EE | $297 | $1,515-80.4% | $2,723-89.1% | $2,589-88.5% |
| Participant deferral / active EE | $625 | $2,701-76.9% | $4,443-85.9% | $4,291-85.4% |
| Admin fee / account holder | $331,938 | $1,841+17927.7% | $5,381+6069.2% | $1,588+20796.6% |