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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 | $30,031 | $31,105-3.5% | $53,647-44.0% | $64,097-53.1% |
| Participation rate | 24.5% | 30.7%-6.2pp | 56.3%-31.8pp | 55.2%-30.7pp |
| Annual return | 11.11% | 22.54%-11.4pp | 358.33%-347.2pp | 34.64%-23.5pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $810 | $896-9.6% | $1,813-55.3% | $3,080-73.7% |
| Admin fee / account holder | $2,370 | $2,195+8.0% | $2,460-3.7% | $3,454-31.4% |