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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 | $3,311 | $27,924-88.1% | $58,534-94.3% | $75,173-95.6% |
| Participation rate | 41.2% | 38.8%+2.3pp | 50.9%-9.7pp | 67.2%-26.0pp |
| Annual return | 9.47% | 44.20%-34.7pp | 4248.32%-4238.8pp | 160.65%-151.2pp |
| Employer contribution / active EE | $527 | $669-21.2% | $1,054-50.0% | $2,670-80.3% |
| Participant deferral / active EE | $744 | $1,202-38.1% | $1,924-61.3% | $4,126-82.0% |
| Admin fee / account holder | $1,745 | $1,726+1.1% | $2,519-30.7% | $5,651-69.1% |