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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 | $48,337-80.7% | $67,560-86.2% | $80,959-88.5% |
| Participation rate | 37.5% | 66.4%-28.9pp | 72.9%-35.4pp | 67.7%-30.2pp |
| Annual return | 9.45% | 18.26%-8.8pp | 3533.50%-3524.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $521 | $2,023-74.2% | $2,737-81.0% | $2,757-81.1% |
| Participant deferral / active EE | $920 | $2,928-68.6% | $4,004-77.0% | $4,300-78.6% |
| Admin fee / account holder | $716 | $3,695-80.6% | $3,994-82.1% | $6,925-89.7% |