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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 | $27,741 | $30,437-8.9% | $56,033-50.5% | $74,459-62.7% |
| Participation rate | 26.2% | 32.9%-6.6pp | 52.5%-26.3pp | 67.2%-41.0pp |
| Annual return | 7.66% | 24.96%-17.3pp | 1711.38%-1703.7pp | 1369.70%-1362.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $942 | $1,176-19.9% | $1,954-51.8% | $4,350-78.3% |
| Admin fee / account holder | $3,802 | $2,363+60.9% | $2,827+34.5% | $1,945+95.5% |