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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 | $10,986 | $51,606-78.7% | $129,339-91.5% | $80,911-86.4% |
| Participation rate | 43.9% | 57.0%-13.1pp | 69.6%-25.7pp | 67.6%-23.7pp |
| Annual return | 6.82% | 20.76%-13.9pp | 9437.05%-9430.2pp | 35.63%-28.8pp |
| Employer contribution / active EE | $1,117 | $1,582-29.4% | $4,154-73.1% | $2,756-59.5% |
| Participant deferral / active EE | $1,222 | $2,669-54.2% | $4,170-70.7% | $4,297-71.6% |
| Admin fee / account holder | $621 | $4,310-85.6% | $7,668-91.9% | $6,935-91.0% |