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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 | $6,827 | $76,407-91.1% | $150,298-95.5% | $82,448-91.7% |
| Participation rate | 56.8% | 66.4%-9.6pp | 77.8%-20.9pp | 68.1%-11.2pp |
| Annual return | 11.87% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $309 | $2,614-88.2% | $4,154-92.6% | $2,551-87.9% |
| Participant deferral / active EE | $889 | $3,214-72.3% | $5,453-83.7% | $4,139-78.5% |
| Admin fee / account holder | $462 | $6,352-92.7% | $14,116-96.7% | $7,234-93.6% |