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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 | $6,956 | $29,670-76.6% | $56,054-87.6% | $80,911-91.4% |
| Participation rate | 14.8% | 41.7%-26.9pp | 52.5%-37.7pp | 67.6%-52.8pp |
| Annual return | 9.74% | 35.24%-25.5pp | 1705.95%-1696.2pp | 35.63%-25.9pp |
| Employer contribution / active EE | $297 | $670-55.6% | $1,039-71.4% | $2,756-89.2% |
| Participant deferral / active EE | $362 | $1,227-70.5% | $1,952-81.4% | $4,297-91.6% |
| Admin fee / account holder | $8,261 | $2,431+239.9% | $2,822+192.7% | $6,935+19.1% |