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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 | $5,299 | $51,638-89.7% | $68,368-92.2% | $82,448-93.6% |
| Participation rate | 22.6% | 63.6%-41.0pp | 73.8%-51.2pp | 68.1%-45.5pp |
| Annual return | 11.43% | 37.53%-26.1pp | 292.57%-281.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $382 | $2,047-81.3% | $2,649-85.6% | $2,551-85.0% |
| Participant deferral / active EE | $661 | $2,914-77.3% | $4,123-84.0% | $4,139-84.0% |
| Admin fee / account holder | $7,306 | $4,643+57.3% | $5,150+41.9% | $7,234+1.0% |