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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 | $3,145 | $28,624-89.0% | $53,647-94.1% | $82,637-96.2% |
| Participation rate | 31.9% | 47.3%-15.3pp | 56.3%-24.3pp | 68.1%-36.1pp |
| Annual return | 8.04% | 664.98%-656.9pp | 358.33%-350.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $179 | $637-71.9% | $962-81.4% | $2,552-93.0% |
| Participant deferral / active EE | $275 | $1,196-77.1% | $1,813-84.9% | $4,126-93.3% |
| Admin fee / account holder | $1,202 | $2,022-40.6% | $2,460-51.1% | $7,339-83.6% |