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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 | $27,797 | $29,736-6.5% | $56,033-50.4% | $80,935-65.7% |
| Participation rate | 20.3% | 41.7%-21.4pp | 52.5%-32.2pp | 67.7%-47.4pp |
| Annual return | 8.93% | 35.28%-26.3pp | 1711.38%-1702.4pp | 35.66%-26.7pp |
| Employer contribution / active EE | $147 | $671-78.0% | $1,041-85.8% | $2,757-94.7% |
| Participant deferral / active EE | $1,192 | $1,228-3.0% | $1,954-39.0% | $4,299-72.3% |
| Admin fee / account holder | $1,668 | $2,434-31.5% | $2,827-41.0% | $6,924-75.9% |