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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 | $5,006 | $34,932-85.7% | $56,441-91.1% | $74,546-93.3% |
| Participation rate | 46.8% | 32.9%+14.0pp | 52.5%-5.7pp | 67.2%-20.4pp |
| Annual return | 9.08% | 24.90%-15.8pp | 1704.21%-1695.1pp | 1366.03%-1357.0pp |
| Employer contribution / active EE | $103 | $608-83.1% | $1,039-90.1% | $2,624-96.1% |
| Participant deferral / active EE | $1,029 | $1,173-12.2% | $1,953-47.3% | $4,347-76.3% |
| Admin fee / account holder | $548 | $2,359-76.8% | $2,829-80.6% | $1,944-71.8% |