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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 | $8,935 | $58,275-84.7% | $81,844-89.1% | $80,935-89.0% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.4%-4.4pp | 67.7%+0.3pp |
| Annual return | 8.34% | 41.82%-33.5pp | 778.87%-770.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $594 | $2,346-74.7% | $2,916-79.6% | $2,757-78.4% |
| Participant deferral / active EE | $1,248 | $3,285-62.0% | $4,323-71.1% | $4,299-71.0% |
| Admin fee / account holder | $950 | $4,749-80.0% | $7,355-87.1% | $6,924-86.3% |