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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 | $29,733-11.0% | $56,025-52.8% | $80,959-67.3% |
| Participation rate | 28.3% | 41.7%-13.4pp | 52.5%-24.2pp | 67.7%-39.4pp |
| Annual return | 10.42% | 35.28%-24.9pp | 1712.69%-1702.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $650 | $1,229-47.1% | $1,955-66.7% | $4,300-84.9% |
| Admin fee / account holder | $5,480 | $2,434+125.2% | $2,828+93.7% | $6,925-20.9% |