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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 | $27,636 | $27,924-1.0% | $58,544-52.8% | $75,181-63.2% |
| Participation rate | 48.3% | 38.8%+9.4pp | 50.9%-2.6pp | 67.2%-18.9pp |
| Annual return | 14.10% | 44.20%-30.1pp | 4249.56%-4235.5pp | 160.69%-146.6pp |
| Employer contribution / active EE | $1,134 | $669+69.4% | $1,053+7.6% | $2,671-57.6% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $460 | $1,726-73.3% | $2,520-81.7% | $5,650-91.9% |