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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 | $26,143 | $31,105-16.0% | $53,647-51.3% | $64,097-59.2% |
| Participation rate | 35.9% | 30.7%+5.2pp | 56.3%-20.4pp | 55.2%-19.3pp |
| Annual return | 11.85% | 22.54%-10.7pp | 358.33%-346.5pp | 34.64%-22.8pp |
| Employer contribution / active EE | $114 | $441-74.1% | $962-88.1% | $1,891-94.0% |
| Participant deferral / active EE | $614 | $896-31.5% | $1,813-66.1% | $3,080-80.1% |
| Admin fee / account holder | $7,972 | $2,195+263.2% | $2,460+224.1% | $3,454+130.8% |