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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 | $10,087 | $29,667-66.0% | $56,441-82.1% | $80,874-87.5% |
| Participation rate | 23.3% | 41.7%-18.3pp | 52.5%-29.2pp | 67.6%-44.3pp |
| Annual return | 6.09% | 35.22%-29.1pp | 1704.21%-1698.1pp | 35.62%-29.5pp |
| Employer contribution / active EE | $370 | $669-44.7% | $1,039-64.4% | $2,756-86.6% |
| Participant deferral / active EE | $741 | $1,227-39.6% | $1,953-62.1% | $4,297-82.8% |
| Admin fee / account holder | $935 | $2,429-61.5% | $2,829-66.9% | $6,935-86.5% |