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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 | $5,567 | $29,670-81.2% | $56,054-90.1% | $80,911-93.1% |
| Participation rate | 23.1% | 41.7%-18.6pp | 52.5%-29.4pp | 67.6%-44.6pp |
| Annual return | 10.06% | 35.24%-25.2pp | 1705.95%-1695.9pp | 35.63%-25.6pp |
| Employer contribution / active EE | $538 | $670-19.6% | $1,039-48.2% | $2,756-80.5% |
| Participant deferral / active EE | $718 | $1,227-41.5% | $1,952-63.2% | $4,297-83.3% |
| Admin fee / account holder | $2,030 | $2,431-16.5% | $2,822-28.1% | $6,935-70.7% |