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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 | $11,090 | $58,275-81.0% | $81,844-86.4% | $80,935-86.3% |
| Participation rate | 45.2% | 63.5%-18.3pp | 72.4%-27.2pp | 67.7%-22.5pp |
| Annual return | 6.36% | 41.82%-35.5pp | 778.87%-772.5pp | 35.66%-29.3pp |
| Employer contribution / active EE | $444 | $2,346-81.1% | $2,916-84.8% | $2,757-83.9% |
| Participant deferral / active EE | $1,235 | $3,285-62.4% | $4,323-71.4% | $4,299-71.3% |
| Admin fee / account holder | $584 | $4,749-87.7% | $7,355-92.1% | $6,924-91.6% |