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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 | $5,144 | $37,156-86.2% | $83,854-93.9% | $86,983-94.1% |
| Participation rate | 20.6% | 49.1%-28.5pp | 59.1%-38.5pp | 69.5%-49.0pp |
| Annual return | 1.80% | 29.88%-28.1pp | 31.39%-29.6pp | 25.83%-24.0pp |
| Employer contribution / active EE | $64 | $661-90.2% | $1,017-93.7% | $2,584-97.5% |
| Participant deferral / active EE | $761 | $1,418-46.3% | $2,035-62.6% | $4,194-81.9% |
| Admin fee / account holder | $8,083 | $2,510+222.0% | $3,197+152.8% | $7,856+2.9% |