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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 | $6,555 | $29,733-78.0% | $56,025-88.3% | $80,959-91.9% |
| Participation rate | 24.6% | 41.7%-17.1pp | 52.5%-27.9pp | 67.7%-43.0pp |
| Annual return | 8.96% | 35.28%-26.3pp | 1712.69%-1703.7pp | 35.67%-26.7pp |
| Employer contribution / active EE | $140 | $672-79.2% | $1,042-86.6% | $2,757-94.9% |
| Participant deferral / active EE | $426 | $1,229-65.3% | $1,955-78.2% | $4,300-90.1% |
| Admin fee / account holder | $2,219 | $2,434-8.8% | $2,828-21.5% | $6,925-68.0% |