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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 | $9,972 | $48,277-79.3% | $67,511-85.2% | $80,874-87.7% |
| Participation rate | 44.4% | 66.4%-21.9pp | 72.9%-28.4pp | 67.6%-23.2pp |
| Annual return | 9.49% | 18.27%-8.8pp | 3517.41%-3507.9pp | 35.62%-26.1pp |
| Employer contribution / active EE | $743 | $2,021-63.2% | $2,733-72.8% | $2,756-73.0% |
| Participant deferral / active EE | $807 | $2,926-72.4% | $4,000-79.8% | $4,297-81.2% |
| Admin fee / account holder | $801 | $3,687-78.3% | $3,999-80.0% | $6,935-88.5% |