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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 | $8,234 | $36,595-77.5% | $88,179-90.7% | $71,012-88.4% |
| Participation rate | 6.8% | 29.2%-22.4pp | 69.1%-62.4pp | 58.6%-51.8pp |
| Annual return | 8.70% | 61.46%-52.8pp | 64.97%-56.3pp | 37.67%-29.0pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $155 | $1,195-87.0% | $4,614-96.6% | $3,246-95.2% |
| Admin fee / account holder | $3,903 | $2,755+41.7% | $7,673-49.1% | $1,167+234.4% |