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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 | $29,667-80.4% | $56,441-89.7% | $80,874-92.8% |
| Participation rate | 30.0% | 41.7%-11.7pp | 52.5%-22.5pp | 67.6%-37.6pp |
| Annual return | 9.68% | 35.22%-25.5pp | 1704.21%-1694.5pp | 35.62%-25.9pp |
| Employer contribution / active EE | $320 | $669-52.2% | $1,039-69.2% | $2,756-88.4% |
| Participant deferral / active EE | $506 | $1,227-58.8% | $1,953-74.1% | $4,297-88.2% |
| Admin fee / account holder | $1,521 | $2,429-37.4% | $2,829-46.2% | $6,935-78.1% |