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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 | $10,622 | $48,284-78.0% | $67,524-84.3% | $80,911-86.9% |
| Participation rate | 27.6% | 66.4%-38.8pp | 72.9%-45.3pp | 67.6%-40.1pp |
| Annual return | 7.34% | 18.27%-10.9pp | 3519.41%-3512.1pp | 35.63%-28.3pp |
| Employer contribution / active EE | $750 | $2,021-62.9% | $2,734-72.6% | $2,756-72.8% |
| Participant deferral / active EE | $1,178 | $2,927-59.8% | $4,001-70.6% | $4,297-72.6% |
| Admin fee / account holder | $2,915 | $3,688-20.9% | $4,001-27.1% | $6,935-58.0% |