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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 | $9,321 | $109,872-91.5% | $98,483-90.5% | $167,536-94.4% |
| Participation rate | 22.2% | 75.8%-53.6pp | 73.3%-51.1pp | 82.1%-59.9pp |
| Annual return | 7.03% | 1959.31%-1952.3pp | 1494.38%-1487.4pp | 478.82%-471.8pp |
| Employer contribution / active EE | $638 | $3,225-80.2% | $2,961-78.5% | $4,839-86.8% |
| Participant deferral / active EE | $912 | $4,673-80.5% | $4,276-78.7% | $6,342-85.6% |
| Admin fee / account holder | $4,506 | $6,757-33.3% | $5,953-24.3% | $12,315-63.4% |