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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 | $9,101 | $58,258-84.4% | $81,820-88.9% | $80,925-88.8% |
| Participation rate | 36.0% | 63.5%-27.5pp | 72.4%-36.4pp | 67.7%-31.7pp |
| Annual return | 10.36% | 41.76%-31.4pp | 777.93%-767.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $637 | $2,345-72.9% | $2,915-78.2% | $2,756-76.9% |
| Participant deferral / active EE | $1,153 | $3,284-64.9% | $4,323-73.3% | $4,299-73.2% |
| Admin fee / account holder | $3,026 | $4,976-39.2% | $7,391-59.1% | $6,940-56.4% |