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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 | $29,733-66.1% | $56,025-82.0% | $80,959-87.5% |
| Participation rate | 23.3% | 41.7%-18.4pp | 52.5%-29.2pp | 67.7%-44.3pp |
| Annual return | 6.09% | 35.28%-29.2pp | 1712.69%-1706.6pp | 35.67%-29.6pp |
| Employer contribution / active EE | $370 | $672-44.9% | $1,042-64.4% | $2,757-86.6% |
| Participant deferral / active EE | $741 | $1,229-39.7% | $1,955-62.1% | $4,300-82.8% |
| Admin fee / account holder | $935 | $2,434-61.6% | $2,828-66.9% | $6,925-86.5% |