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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 | $4,865 | $101,618-95.2% | $93,063-94.8% | $137,256-96.5% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 7.66% | 223.95%-216.3pp | 34.15%-26.5pp | 220.34%-212.7pp |
| Employer contribution / active EE | $480 | $2,707-82.3% | $2,476-80.6% | $4,156-88.5% |
| Participant deferral / active EE | $2,400 | $4,279-43.9% | $3,958-39.4% | $6,407-62.5% |
| Admin fee / account holder | $18,800 | $6,198+203.3% | $6,033+211.6% | $12,270+53.2% |