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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 | $3,347 | $27,936-88.0% | $58,561-94.3% | $75,173-95.5% |
| Participation rate | 46.7% | 38.8%+7.8pp | 50.9%-4.2pp | 67.2%-20.5pp |
| Annual return | 12.96% | 44.21%-31.3pp | 4251.33%-4238.4pp | 160.72%-147.8pp |
| Employer contribution / active EE | $354 | $670-47.1% | $1,053-66.4% | $2,671-86.7% |
| Participant deferral / active EE | $808 | $1,202-32.7% | $1,923-58.0% | $4,126-80.4% |
| Admin fee / account holder | $2,516 | $1,727+45.7% | $2,520-0.2% | $5,651-55.5% |