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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 | $8,732 | $58,234-85.0% | $81,783-89.3% | $80,874-89.2% |
| Participation rate | 32.0% | 63.4%-31.4pp | 72.4%-40.4pp | 67.6%-35.6pp |
| Annual return | 4.20% | 41.70%-37.5pp | 775.05%-770.8pp | 35.62%-31.4pp |
| Employer contribution / active EE | $627 | $2,341-73.2% | $2,913-78.5% | $2,756-77.3% |
| Participant deferral / active EE | $730 | $3,283-77.8% | $4,320-83.1% | $4,297-83.0% |
| Admin fee / account holder | $1,808 | $4,982-63.7% | $7,380-75.5% | $6,935-73.9% |