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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 | $27,266 | $39,132-30.3% | $57,196-52.3% | $62,881-56.6% |
| Participation rate | 35.7% | 70.5%-34.8pp | 75.3%-39.6pp | 69.3%-33.6pp |
| Annual return | -0.66% | 9.24%-9.9pp | 14.59%-15.3pp | 20.14%-20.8pp |
| Employer contribution / active EE | $407 | $1,874-78.3% | $2,683-84.8% | $2,281-82.1% |
| Participant deferral / active EE | $832 | $2,374-65.0% | $3,096-73.1% | $3,203-74.0% |
| Admin fee / account holder | $8,120 | $2,594+213.0% | $3,141+158.5% | $4,296+89.0% |