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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 | $24,920 | $29,733-16.2% | $56,025-55.5% | $80,959-69.2% |
| Participation rate | 9.4% | 41.7%-32.3pp | 52.5%-43.1pp | 67.7%-58.3pp |
| Annual return | 1.05% | 35.28%-34.2pp | 1712.69%-1711.6pp | 35.67%-34.6pp |
| Employer contribution / active EE | $167 | $672-75.1% | $1,042-84.0% | $2,757-93.9% |
| Participant deferral / active EE | $403 | $1,229-67.2% | $1,955-79.4% | $4,300-90.6% |
| Admin fee / account holder | $6,459 | $2,434+165.4% | $2,828+128.4% | $6,925-6.7% |