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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 | $28,717 | $62,166-53.8% | $81,286-64.7% | $74,429-61.4% |
| Participation rate | 49.0% | 64.1%-15.0pp | 69.5%-20.5pp | 67.2%-18.2pp |
| Annual return | 4.98% | 16.50%-11.5pp | 24.80%-19.8pp | 1368.38%-1363.4pp |
| Employer contribution / active EE | $568 | $1,881-69.8% | $2,463-77.0% | $2,625-78.4% |
| Participant deferral / active EE | $1,699 | $3,223-47.3% | $3,883-56.2% | $4,348-60.9% |
| Admin fee / account holder | $6,138 | $1,925+218.9% | $5,764+6.5% | $1,944+215.7% |