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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 | $10,538 | $49,897-78.9% | $80,648-86.9% | $75,177-86.0% |
| Participation rate | 26.7% | 55.3%-28.7pp | 67.0%-40.3pp | 67.2%-40.5pp |
| Annual return | 9.76% | 34.68%-24.9pp | 937.21%-927.5pp | 160.75%-151.0pp |
| Employer contribution / active EE | $274 | $1,699-83.9% | $2,724-89.9% | $2,671-89.8% |
| Participant deferral / active EE | $829 | $2,992-72.3% | $4,443-81.4% | $4,126-79.9% |
| Admin fee / account holder | $1,856 | $3,579-48.1% | $5,382-65.5% | $5,651-67.2% |