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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 | $27,435 | $35,183-22.0% | $73,550-62.7% | $70,126-60.9% |
| Participation rate | 16.4% | 42.9%-26.5pp | 54.9%-38.5pp | 69.5%-53.1pp |
| Annual return | 10.50% | 26.90%-16.4pp | -15.16%+25.7pp | 73.15%-62.6pp |
| Employer contribution / active EE | $196 | $709-72.3% | $1,219-83.9% | $2,343-91.6% |
| Participant deferral / active EE | $459 | $1,220-62.4% | $1,804-74.6% | $3,332-86.2% |
| Admin fee / account holder | $6,032 | $2,302+162.0% | $2,320+160.0% | $4,645+29.8% |