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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 | $5,231 | $29,319-82.2% | $52,425-90.0% | $82,448-93.7% |
| Participation rate | 13.9% | 46.9%-33.0pp | 55.6%-41.7pp | 68.1%-54.2pp |
| Annual return | 6.69% | 535.20%-528.5pp | 302.12%-295.4pp | 41.64%-34.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $577 | $1,171-50.7% | $1,790-67.7% | $4,139-86.0% |
| Admin fee / account holder | $2,566 | $1,962+30.8% | $2,495+2.9% | $7,234-64.5% |