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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 | $29,716-82.7% | $56,077-90.9% | $80,925-93.7% |
| Participation rate | 10.9% | 41.7%-30.8pp | 52.5%-41.6pp | 67.7%-56.8pp |
| Annual return | 2.09% | 35.30%-33.2pp | 1709.28%-1707.2pp | 35.65%-33.6pp |
| Employer contribution / active EE | $253 | $671-62.3% | $1,040-75.7% | $2,756-90.8% |
| Participant deferral / active EE | $450 | $1,228-63.4% | $1,954-77.0% | $4,299-89.5% |
| Admin fee / account holder | $1,647 | $2,432-32.3% | $2,825-41.7% | $6,940-76.3% |