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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 | $26,583 | $36,948-28.1% | $73,658-63.9% | $87,485-69.6% |
| Participation rate | 23.1% | 46.8%-23.7pp | 57.0%-34.0pp | 68.9%-45.9pp |
| Annual return | 7.88% | 28.64%-20.8pp | 29.72%-21.8pp | 26.06%-18.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $813 | $1,379-41.0% | $2,062-60.6% | $4,274-81.0% |
| Admin fee / account holder | $57,371 | $2,531+2166.9% | $3,357+1609.1% | $7,775+637.9% |