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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 | $26,456 | $29,716-11.0% | $56,077-52.8% | $80,925-67.3% |
| Participation rate | 28.3% | 41.7%-13.4pp | 52.5%-24.2pp | 67.7%-39.4pp |
| Annual return | 10.42% | 35.30%-24.9pp | 1709.28%-1698.9pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $650 | $1,228-47.1% | $1,954-66.7% | $4,299-84.9% |
| Admin fee / account holder | $5,480 | $2,432+125.3% | $2,825+94.0% | $6,940-21.0% |