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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 | $2,370 | $29,051-91.8% | $52,425-95.5% | $67,986-96.5% |
| Participation rate | 61.4% | 30.4%+31.0pp | 55.6%+5.8pp | 57.2%+4.2pp |
| Annual return | 14.06% | 24.00%-9.9pp | 302.12%-288.1pp | 31.67%-17.6pp |
| Employer contribution / active EE | $206 | $412-50.1% | $914-77.5% | $2,019-89.8% |
| Participant deferral / active EE | $435 | $873-50.2% | $1,790-75.7% | $3,358-87.1% |
| Admin fee / account holder | $303 | $2,113-85.7% | $2,495-87.9% | $3,203-90.6% |