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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 | $25,359 | $29,667-14.5% | $56,441-55.1% | $80,874-68.6% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 3.99% | 35.22%-31.2pp | 1704.21%-1700.2pp | 35.62%-31.6pp |
| Employer contribution / active EE | $364 | $669-45.6% | $1,039-65.0% | $2,756-86.8% |
| Participant deferral / active EE | $1,306 | $1,227+6.5% | $1,953-33.1% | $4,297-69.6% |
| Admin fee / account holder | $22,854 | $2,429+840.7% | $2,829+707.8% | $6,935+229.5% |