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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 | $27,907 | $71,230-60.8% | $93,727-70.2% | $80,959-65.5% |
| Participation rate | 53.5% | 60.4%-6.9pp | 68.7%-15.2pp | 67.7%-14.2pp |
| Annual return | 8.87% | 11.26%-2.4pp | 133.83%-125.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $402 | $1,565-74.3% | $2,421-83.4% | $2,757-85.4% |
| Participant deferral / active EE | $2,897 | $4,037-28.2% | $4,417-34.4% | $4,300-32.6% |
| Admin fee / account holder | $3,626 | $6,961-47.9% | $8,292-56.3% | $6,925-47.6% |