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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 | $3,566 | $67,823-94.7% | $52,425-93.2% | $137,256-97.4% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 4.28% | 219.11%-214.8pp | 302.12%-297.8pp | 220.34%-216.1pp |
| Employer contribution / active EE | $188 | $1,163-83.9% | $914-79.5% | $4,156-95.5% |
| Participant deferral / active EE | $533 | $2,288-76.7% | $1,790-70.2% | $6,407-91.7% |
| Admin fee / account holder | $2,392 | $2,844-15.9% | $2,495-4.1% | $12,270-80.5% |