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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 | $5,803 | $29,733-80.5% | $56,025-89.6% | $80,959-92.8% |
| Participation rate | 30.0% | 41.7%-11.7pp | 52.5%-22.5pp | 67.7%-37.7pp |
| Annual return | 9.68% | 35.28%-25.6pp | 1712.69%-1703.0pp | 35.67%-26.0pp |
| Employer contribution / active EE | $320 | $672-52.4% | $1,042-69.3% | $2,757-88.4% |
| Participant deferral / active EE | $506 | $1,229-58.9% | $1,955-74.1% | $4,300-88.2% |
| Admin fee / account holder | $1,521 | $2,434-37.5% | $2,828-46.2% | $6,925-78.0% |