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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 | $10,609 | $29,733-64.3% | $56,025-81.1% | $80,959-86.9% |
| Participation rate | 59.3% | 41.7%+17.5pp | 52.5%+6.8pp | 67.7%-8.4pp |
| Annual return | 8.99% | 35.28%-26.3pp | 1712.69%-1703.7pp | 35.67%-26.7pp |
| Employer contribution / active EE | $98 | $672-85.5% | $1,042-90.6% | $2,757-96.5% |
| Participant deferral / active EE | $500 | $1,229-59.3% | $1,955-74.4% | $4,300-88.4% |
| Admin fee / account holder | $1,727 | $2,434-29.0% | $2,828-38.9% | $6,925-75.1% |