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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 | $36,948-85.8% | $73,658-92.9% | $87,485-94.0% |
| Participation rate | 13.9% | 46.8%-32.9pp | 57.0%-43.2pp | 68.9%-55.0pp |
| Annual return | 6.69% | 28.64%-21.9pp | 29.72%-23.0pp | 26.06%-19.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $577 | $1,379-58.1% | $2,062-72.0% | $4,274-86.5% |
| Admin fee / account holder | $2,566 | $2,531+1.4% | $3,357-23.5% | $7,775-67.0% |