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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 | $6,971 | $109,908-93.7% | $97,161-92.8% | $145,978-95.2% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 7.43% | 243.80%-236.4pp | 75.36%-67.9pp | 550.52%-543.1pp |
| Employer contribution / active EE | $480 | $3,077-84.4% | $2,723-82.4% | $4,662-89.7% |
| Participant deferral / active EE | $833 | $4,679-82.2% | $4,265-80.5% | $6,690-87.6% |
| Admin fee / account holder | $2,192 | $6,213-64.7% | $5,647-61.2% | $13,400-83.6% |