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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 | $5,718 | $67,823-91.6% | $52,425-89.1% | $137,256-95.8% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 6.33% | 219.11%-212.8pp | 302.12%-295.8pp | 220.34%-214.0pp |
| Employer contribution / active EE | $388 | $1,163-66.6% | $914-57.5% | $4,156-90.7% |
| Participant deferral / active EE | $757 | $2,288-66.9% | $1,790-57.7% | $6,407-88.2% |
| Admin fee / account holder | $6,005 | $2,844+111.1% | $2,495+140.7% | $12,270-51.1% |