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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 | $27,045 | $29,736-9.0% | $56,033-51.7% | $80,935-66.6% |
| Participation rate | 19.8% | 41.7%-21.9pp | 52.5%-32.7pp | 67.7%-47.9pp |
| Annual return | 4.06% | 35.28%-31.2pp | 1711.38%-1707.3pp | 35.66%-31.6pp |
| Employer contribution / active EE | $96 | $671-85.7% | $1,041-90.8% | $2,757-96.5% |
| Participant deferral / active EE | $402 | $1,228-67.3% | $1,954-79.4% | $4,299-90.6% |
| Admin fee / account holder | $29,675 | $2,434+1119.4% | $2,827+949.7% | $6,924+328.6% |