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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 | $7,920 | $100,203-92.1% | $85,240-90.7% | $145,897-94.6% |
| Participation rate | 43.8% | 74.1%-30.4pp | 67.5%-23.8pp | 80.3%-36.6pp |
| Annual return | 1.58% | 84.28%-82.7pp | 66.75%-65.2pp | 552.29%-550.7pp |
| Employer contribution / active EE | $1,034 | $3,242-68.1% | $2,735-62.2% | $4,663-77.8% |
| Participant deferral / active EE | $2,093 | $5,299-60.5% | $4,527-53.8% | $6,689-68.7% |
| Admin fee / account holder | $926 | $7,265-87.3% | $6,165-85.0% | $13,390-93.1% |