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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 | $7,764 | $30,437-74.5% | $56,033-86.1% | $74,459-89.6% |
| Participation rate | 10.2% | 32.9%-22.7pp | 52.5%-42.3pp | 67.2%-57.1pp |
| Annual return | 9.74% | 24.96%-15.2pp | 1711.38%-1701.6pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $113 | $610-81.5% | $1,041-89.2% | $2,626-95.7% |
| Participant deferral / active EE | $243 | $1,176-79.3% | $1,954-87.6% | $4,350-94.4% |
| Admin fee / account holder | $1,711 | $2,363-27.6% | $2,827-39.5% | $1,945-12.0% |