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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 | $9,341 | $48,314-80.7% | $67,561-86.2% | $80,925-88.5% |
| Participation rate | 37.5% | 66.4%-28.9pp | 72.9%-35.4pp | 67.7%-30.2pp |
| Annual return | 9.45% | 18.28%-8.8pp | 3525.44%-3516.0pp | 35.65%-26.2pp |
| Employer contribution / active EE | $521 | $2,022-74.2% | $2,735-81.0% | $2,756-81.1% |
| Participant deferral / active EE | $920 | $2,927-68.6% | $4,003-77.0% | $4,299-78.6% |
| Admin fee / account holder | $716 | $3,690-80.6% | $4,006-82.1% | $6,940-89.7% |