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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 | $28,624-7.3% | $53,647-50.5% | $82,637-67.9% |
| Participation rate | 31.4% | 47.3%-15.8pp | 56.3%-24.9pp | 68.1%-36.6pp |
| Annual return | 6.27% | 664.98%-658.7pp | 358.33%-352.1pp | 53.51%-47.2pp |
| Employer contribution / active EE | $288 | $637-54.7% | $962-70.0% | $2,552-88.7% |
| Participant deferral / active EE | $753 | $1,196-37.1% | $1,813-58.5% | $4,126-81.8% |
| Admin fee / account holder | $102,267 | $2,022+4958.4% | $2,460+4057.3% | $7,339+1293.5% |