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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 | $27,650 | $29,051-4.8% | $52,425-47.3% | $67,986-59.3% |
| Participation rate | 28.6% | 30.4%-1.9pp | 55.6%-27.1pp | 57.2%-28.6pp |
| Annual return | 9.68% | 24.00%-14.3pp | 302.12%-292.4pp | 31.67%-22.0pp |
| Employer contribution / active EE | $280 | $412-32.0% | $914-69.4% | $2,019-86.1% |
| Participant deferral / active EE | $1,018 | $873+16.6% | $1,790-43.1% | $3,358-69.7% |
| Admin fee / account holder | $6,448 | $2,113+205.2% | $2,495+158.4% | $3,203+101.3% |