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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 | $3,429 | $67,823-94.9% | $52,425-93.5% | $137,256-97.5% |
| Participation rate | 35.7% | 63.9%-28.2pp | 55.6%-19.9pp | 80.0%-44.2pp |
| Annual return | 5.62% | 219.11%-213.5pp | 302.12%-296.5pp | 220.34%-214.7pp |
| Employer contribution / active EE | $133 | $1,163-88.5% | $914-85.4% | $4,156-96.8% |
| Participant deferral / active EE | $231 | $2,288-89.9% | $1,790-87.1% | $6,407-96.4% |
| Admin fee / account holder | $7,130 | $2,844+150.7% | $2,495+185.8% | $12,270-41.9% |