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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 | $58,311-85.0% | $81,882-89.3% | $80,959-89.2% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.4%-40.4pp | 67.7%-35.7pp |
| Annual return | 4.20% | 41.85%-37.6pp | 779.47%-775.3pp | 35.67%-31.5pp |
| Employer contribution / active EE | $627 | $2,347-73.3% | $2,916-78.5% | $2,757-77.3% |
| Participant deferral / active EE | $730 | $3,287-77.8% | $4,323-83.1% | $4,300-83.0% |
| Admin fee / account holder | $1,808 | $4,752-62.0% | $7,360-75.4% | $6,925-73.9% |