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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 | $3,988 | $29,319-86.4% | $52,425-92.4% | $82,448-95.2% |
| Participation rate | 41.4% | 46.9%-5.5pp | 55.6%-14.2pp | 68.1%-26.7pp |
| Annual return | 5.37% | 535.20%-529.8pp | 302.12%-296.7pp | 41.64%-36.3pp |
| Employer contribution / active EE | $187 | $586-68.1% | $914-79.6% | $2,551-92.7% |
| Participant deferral / active EE | $424 | $1,171-63.8% | $1,790-76.3% | $4,139-89.8% |
| Admin fee / account holder | $2,300 | $1,962+17.2% | $2,495-7.8% | $7,234-68.2% |