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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 | $58,258-85.0% | $81,820-89.3% | $80,925-89.2% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.4%-40.4pp | 67.7%-35.7pp |
| Annual return | 4.20% | 41.76%-37.6pp | 777.93%-773.7pp | 35.65%-31.4pp |
| Employer contribution / active EE | $627 | $2,345-73.3% | $2,915-78.5% | $2,756-77.3% |
| Participant deferral / active EE | $730 | $3,284-77.8% | $4,323-83.1% | $4,299-83.0% |
| Admin fee / account holder | $1,808 | $4,976-63.7% | $7,391-75.5% | $6,940-74.0% |