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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 | $5,413 | $51,638-89.5% | $68,368-92.1% | $82,448-93.4% |
| Participation rate | 44.4% | 63.6%-19.2pp | 73.8%-29.3pp | 68.1%-23.6pp |
| Annual return | 3.54% | 37.53%-34.0pp | 292.57%-289.0pp | 41.64%-38.1pp |
| Employer contribution / active EE | $560 | $2,047-72.6% | $2,649-78.8% | $2,551-78.0% |
| Participant deferral / active EE | $1,217 | $2,914-58.2% | $4,123-70.5% | $4,139-70.6% |
| Admin fee / account holder | $2,815 | $4,643-39.4% | $5,150-45.3% | $7,234-61.1% |