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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 | $49,976-87.8% | $66,674-90.8% | $82,637-92.6% |
| Participation rate | 30.8% | 63.1%-32.3pp | 73.7%-42.9pp | 68.1%-37.3pp |
| Annual return | 10.41% | 39.09%-28.7pp | 321.24%-310.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $399 | $1,988-80.0% | $2,620-84.8% | $2,552-84.4% |
| Participant deferral / active EE | $662 | $2,847-76.8% | $4,084-83.8% | $4,126-84.0% |
| Admin fee / account holder | $7,439 | $4,594+61.9% | $5,098+45.9% | $7,339+1.4% |