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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 | $10,139 | $57,330-82.3% | $86,656-88.3% | $75,177-86.5% |
| Participation rate | 31.1% | 63.2%-32.1pp | 71.7%-40.6pp | 67.2%-36.1pp |
| Annual return | 5.77% | 2675.40%-2669.6pp | 593.09%-587.3pp | 160.75%-155.0pp |
| Employer contribution / active EE | $530 | $2,316-77.1% | $3,025-82.5% | $2,671-80.2% |
| Participant deferral / active EE | $1,269 | $3,320-61.8% | $4,439-71.4% | $4,126-69.2% |
| Admin fee / account holder | $2,364 | $4,115-42.6% | $5,619-57.9% | $5,651-58.2% |