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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 | $5,130 | $29,733-82.7% | $56,025-90.8% | $80,959-93.7% |
| Participation rate | 10.9% | 41.7%-30.9pp | 52.5%-41.6pp | 67.7%-56.8pp |
| Annual return | 2.09% | 35.28%-33.2pp | 1712.69%-1710.6pp | 35.67%-33.6pp |
| Employer contribution / active EE | $253 | $672-62.4% | $1,042-75.7% | $2,757-90.8% |
| Participant deferral / active EE | $450 | $1,229-63.4% | $1,955-77.0% | $4,300-89.5% |
| Admin fee / account holder | $1,647 | $2,434-32.3% | $2,828-41.8% | $6,925-76.2% |