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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 | $69,118-94.8% | $53,647-93.4% | $138,895-97.4% |
| Participation rate | 42.9% | 64.0%-21.1pp | 56.3%-13.4pp | 79.9%-37.1pp |
| Annual return | 4.28% | 248.26%-244.0pp | 358.33%-354.1pp | 145.39%-141.1pp |
| Employer contribution / active EE | $188 | $1,189-84.2% | $962-80.5% | $4,194-95.5% |
| Participant deferral / active EE | $533 | $2,274-76.6% | $1,813-70.6% | $6,396-91.7% |
| Admin fee / account holder | $2,392 | $2,724-12.2% | $2,460-2.7% | $12,562-81.0% |