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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 | $30,437-83.6% | $56,033-91.1% | $74,459-93.3% |
| Participation rate | 46.8% | 32.9%+14.0pp | 52.5%-5.7pp | 67.2%-20.4pp |
| Annual return | 9.08% | 24.96%-15.9pp | 1711.38%-1702.3pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $103 | $610-83.1% | $1,041-90.1% | $2,626-96.1% |
| Participant deferral / active EE | $1,029 | $1,176-12.5% | $1,954-47.3% | $4,350-76.3% |
| Admin fee / account holder | $548 | $2,363-76.8% | $2,827-80.6% | $1,945-71.8% |