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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 | $4,162 | $72,071-94.2% | $68,368-93.9% | $137,256-97.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 1.28% | 353.14%-351.9pp | 292.57%-291.3pp | 220.34%-219.1pp |
| Employer contribution / active EE | $456 | $2,788-83.6% | $2,649-82.8% | $4,156-89.0% |
| Participant deferral / active EE | $1,596 | $4,410-63.8% | $4,123-61.3% | $6,407-75.1% |
| Admin fee / account holder | $24,978 | $5,336+368.1% | $5,150+385.0% | $12,270+103.6% |