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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 | $7,013 | $29,736-76.4% | $56,033-87.5% | $80,935-91.3% |
| Participation rate | 34.8% | 41.7%-6.9pp | 52.5%-17.6pp | 67.7%-32.8pp |
| Annual return | 10.53% | 35.28%-24.7pp | 1711.38%-1700.8pp | 35.66%-25.1pp |
| Employer contribution / active EE | $250 | $671-62.7% | $1,041-75.9% | $2,757-90.9% |
| Participant deferral / active EE | $394 | $1,228-68.0% | $1,954-79.9% | $4,299-90.8% |
| Admin fee / account holder | $990 | $2,434-59.3% | $2,827-65.0% | $6,924-85.7% |