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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 | $29,667-8.8% | $56,441-52.1% | $80,874-66.6% |
| Participation rate | 19.8% | 41.7%-21.9pp | 52.5%-32.7pp | 67.6%-47.9pp |
| Annual return | 4.06% | 35.22%-31.2pp | 1704.21%-1700.1pp | 35.62%-31.6pp |
| Employer contribution / active EE | $96 | $669-85.7% | $1,039-90.8% | $2,756-96.5% |
| Participant deferral / active EE | $402 | $1,227-67.2% | $1,953-79.4% | $4,297-90.6% |
| Admin fee / account holder | $29,675 | $2,429+1121.5% | $2,829+948.9% | $6,935+327.9% |