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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 | $26,539 | $36,948-28.2% | $73,658-64.0% | $87,485-69.7% |
| Participation rate | 31.4% | 46.8%-15.4pp | 57.0%-25.6pp | 68.9%-37.5pp |
| Annual return | 6.27% | 28.64%-22.4pp | 29.72%-23.5pp | 26.06%-19.8pp |
| Employer contribution / active EE | $288 | $670-57.0% | $1,032-72.1% | $2,596-88.9% |
| Participant deferral / active EE | $753 | $1,379-45.4% | $2,062-63.5% | $4,274-82.4% |
| Admin fee / account holder | $102,267 | $2,531+3940.9% | $3,357+2946.7% | $7,775+1215.4% |