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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 | $6,113 | $51,638-88.2% | $68,368-91.1% | $82,448-92.6% |
| Participation rate | 30.8% | 63.6%-32.8pp | 73.8%-43.0pp | 68.1%-37.3pp |
| Annual return | 10.41% | 37.53%-27.1pp | 292.57%-282.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $399 | $2,047-80.5% | $2,649-85.0% | $2,551-84.4% |
| Participant deferral / active EE | $662 | $2,914-77.3% | $4,123-84.0% | $4,139-84.0% |
| Admin fee / account holder | $7,439 | $4,643+60.2% | $5,150+44.4% | $7,234+2.8% |