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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 | $5,358 | $29,667-81.9% | $56,441-90.5% | $80,874-93.4% |
| Participation rate | 9.9% | 41.7%-31.8pp | 52.5%-42.6pp | 67.6%-57.8pp |
| Annual return | 7.88% | 35.22%-27.3pp | 1704.21%-1696.3pp | 35.62%-27.7pp |
| Employer contribution / active EE | $175 | $669-73.8% | $1,039-83.1% | $2,756-93.6% |
| Participant deferral / active EE | $254 | $1,227-79.3% | $1,953-87.0% | $4,297-94.1% |
| Admin fee / account holder | $1,456 | $2,429-40.1% | $2,829-48.6% | $6,935-79.0% |