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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 | $29,716-14.4% | $56,077-54.7% | $80,925-68.6% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 5.84% | 35.30%-29.5pp | 1709.28%-1703.4pp | 35.65%-29.8pp |
| Employer contribution / active EE | $449 | $671-33.0% | $1,040-56.8% | $2,756-83.7% |
| Participant deferral / active EE | $1,636 | $1,228+33.2% | $1,954-16.3% | $4,299-61.9% |
| Admin fee / account holder | $673 | $2,432-72.3% | $2,825-76.2% | $6,940-90.3% |