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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 | $8,606 | $29,319-70.6% | $52,425-83.6% | $82,448-89.6% |
| Participation rate | 40.9% | 46.9%-5.9pp | 55.6%-14.7pp | 68.1%-27.2pp |
| Annual return | 14.23% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $191 | $586-67.4% | $914-79.1% | $2,551-92.5% |
| Participant deferral / active EE | $871 | $1,171-25.6% | $1,790-51.3% | $4,139-78.9% |
| Admin fee / account holder | $6,011 | $1,962+206.4% | $2,495+141.0% | $7,234-16.9% |