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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 | $25,429 | $29,736-14.5% | $56,033-54.6% | $80,935-68.6% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 5.84% | 35.28%-29.4pp | 1711.38%-1705.5pp | 35.66%-29.8pp |
| Employer contribution / active EE | $449 | $671-33.1% | $1,041-56.8% | $2,757-83.7% |
| Participant deferral / active EE | $1,636 | $1,228+33.2% | $1,954-16.3% | $4,299-62.0% |
| Admin fee / account holder | $673 | $2,434-72.3% | $2,827-76.2% | $6,924-90.3% |