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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 | $29,733-82.0% | $56,025-90.4% | $80,959-93.4% |
| Participation rate | 9.9% | 41.7%-31.8pp | 52.5%-42.6pp | 67.7%-57.8pp |
| Annual return | 7.88% | 35.28%-27.4pp | 1712.69%-1704.8pp | 35.67%-27.8pp |
| Employer contribution / active EE | $175 | $672-73.9% | $1,042-83.2% | $2,757-93.6% |
| Participant deferral / active EE | $254 | $1,229-79.3% | $1,955-87.0% | $4,300-94.1% |
| Admin fee / account holder | $1,456 | $2,434-40.2% | $2,828-48.5% | $6,925-79.0% |