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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 | $26,822 | $34,316-21.8% | $74,722-64.1% | $72,975-63.2% |
| Participation rate | 56.8% | 42.4%+14.3pp | 54.5%+2.3pp | 69.5%-12.7pp |
| Annual return | 7.80% | 26.58%-18.8pp | 753.11%-745.3pp | 81.01%-73.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $461 | $1,272-63.7% | $1,963-76.5% | $3,608-87.2% |
| Admin fee / account holder | $8,947 | $2,125+321.1% | $3,335+168.3% | $5,124+74.6% |