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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 | $25,623 | $27,800-7.8% | $58,507-56.2% | $71,529-64.2% |
| Participation rate | 27.9% | 34.6%-6.7pp | 50.9%-23.0pp | 67.9%-40.1pp |
| Annual return | 12.20% | 26.80%-14.6pp | 4252.32%-4240.1pp | 28.97%-16.8pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,093 | $1,208-9.6% | $1,922-43.2% | $4,291-74.5% |
| Admin fee / account holder | $1,786 | $1,637+9.1% | $2,486-28.2% | $1,588+12.4% |