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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 | $5,988 | $69,118-91.3% | $53,647-88.8% | $138,895-95.7% |
| Participation rate | 62.5% | 64.0%-1.5pp | 56.3%+6.2pp | 79.9%-17.4pp |
| Annual return | 4.96% | 248.26%-243.3pp | 358.33%-353.4pp | 145.39%-140.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,438 | $2,274+7.2% | $1,813+34.4% | $6,396-61.9% |
| Admin fee / account holder | $104,755 | $2,724+3745.7% | $2,460+4158.5% | $12,562+733.9% |