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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 | $30,385-74.4% | $56,054-86.1% | $74,400-89.6% |
| Participation rate | 10.2% | 32.9%-22.7pp | 52.5%-42.3pp | 67.2%-57.0pp |
| Annual return | 9.74% | 24.92%-15.2pp | 1705.95%-1696.2pp | 1367.51%-1357.8pp |
| Employer contribution / active EE | $113 | $609-81.5% | $1,039-89.2% | $2,624-95.7% |
| Participant deferral / active EE | $243 | $1,174-79.3% | $1,952-87.6% | $4,348-94.4% |
| Admin fee / account holder | $1,711 | $2,361-27.6% | $2,822-39.4% | $1,944-12.0% |