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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 | $27,596 | $57,541-52.0% | $95,728-71.2% | $75,181-63.3% |
| Participation rate | 24.1% | 62.5%-38.5pp | 72.3%-48.2pp | 67.2%-43.1pp |
| Annual return | 11.37% | 34.93%-23.6pp | 28.40%-17.0pp | 160.69%-149.3pp |
| Employer contribution / active EE | $485 | $1,808-73.2% | $2,835-82.9% | $2,671-81.8% |
| Participant deferral / active EE | $1,180 | $3,074-61.6% | $4,245-72.2% | $4,126-71.4% |
| Admin fee / account holder | $33,733 | $4,099+723.0% | $5,673+494.6% | $5,650+497.1% |