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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 | $26,848 | $30,732-12.6% | $59,496-54.9% | $59,633-55.0% |
| Participation rate | 28.4% | 43.2%-14.8pp | 54.6%-26.2pp | 68.7%-40.3pp |
| Annual return | -6.76% | 4.47%-11.2pp | 182.05%-188.8pp | 2041.40%-2048.2pp |
| Employer contribution / active EE | $241 | $631-61.9% | $1,153-79.1% | $2,203-89.1% |
| Participant deferral / active EE | $1,370 | $1,183+15.8% | $1,829-25.1% | $3,192-57.1% |
| Admin fee / account holder | $1,331 | $2,136-37.7% | $2,232-40.4% | $4,297-69.0% |