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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 | $27,707 | $27,936-0.8% | $58,561-52.7% | $75,173-63.1% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 13.36% | 44.21%-30.9pp | 4251.33%-4238.0pp | 160.72%-147.4pp |
| Employer contribution / active EE | $472 | $670-29.5% | $1,053-55.2% | $2,671-82.3% |
| Participant deferral / active EE | $765 | $1,202-36.3% | $1,923-60.2% | $4,126-81.5% |
| Admin fee / account holder | $1,887 | $1,727+9.3% | $2,520-25.1% | $5,651-66.6% |