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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 | $8,700 | $39,028-77.7% | $80,741-89.2% | $85,856-89.9% |
| Participation rate | 37.9% | 41.6%-3.6pp | 54.2%-16.2pp | 69.3%-31.4pp |
| Annual return | 11.35% | 26.31%-15.0pp | 87.30%-76.0pp | 318.58%-307.2pp |
| Employer contribution / active EE | $410 | $722-43.3% | $1,160-64.7% | $2,565-84.0% |
| Participant deferral / active EE | $488 | $1,326-63.2% | $2,145-77.3% | $3,952-87.7% |
| Admin fee / account holder | $872 | $2,429-64.1% | $3,380-74.2% | $6,261-86.1% |