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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 | $30,000 | $49,976-40.0% | $66,674-55.0% | $82,637-63.7% |
| Participation rate | 7.3% | 63.1%-55.8pp | 73.7%-66.4pp | 68.1%-60.7pp |
| Annual return | 5.40% | 39.09%-33.7pp | 321.24%-315.8pp | 53.51%-48.1pp |
| Employer contribution / active EE | $360 | $1,988-81.9% | $2,620-86.3% | $2,552-85.9% |
| Participant deferral / active EE | $524 | $2,847-81.6% | $4,084-87.2% | $4,126-87.3% |
| Admin fee / account holder | $1,875 | $4,594-59.2% | $5,098-63.2% | $7,339-74.4% |