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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 | $29,736-81.3% | $56,033-90.1% | $80,935-93.1% |
| Participation rate | 23.1% | 41.7%-18.6pp | 52.5%-29.4pp | 67.7%-44.6pp |
| Annual return | 10.06% | 35.28%-25.2pp | 1711.38%-1701.3pp | 35.66%-25.6pp |
| Employer contribution / active EE | $538 | $671-19.9% | $1,041-48.3% | $2,757-80.5% |
| Participant deferral / active EE | $718 | $1,228-41.6% | $1,954-63.3% | $4,299-83.3% |
| Admin fee / account holder | $2,030 | $2,434-16.6% | $2,827-28.2% | $6,924-70.7% |