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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 | $7,197 | $35,183-79.5% | $73,550-90.2% | $70,126-89.7% |
| Participation rate | 30.6% | 42.9%-12.3pp | 54.9%-24.3pp | 69.5%-39.0pp |
| Annual return | 8.95% | 26.90%-18.0pp | -15.16%+24.1pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $552 | $1,220-54.8% | $1,804-69.4% | $3,332-83.4% |
| Admin fee / account holder | $347 | $2,302-84.9% | $2,320-85.0% | $4,645-92.5% |