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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 | $7,349 | $39,028-81.2% | $80,741-90.9% | $85,856-91.4% |
| Participation rate | 10.9% | 41.6%-30.7pp | 54.2%-43.3pp | 69.3%-58.4pp |
| Annual return | 6.15% | 26.31%-20.2pp | 87.30%-81.2pp | 318.58%-312.4pp |
| Employer contribution / active EE | $258 | $722-64.3% | $1,160-77.8% | $2,565-89.9% |
| Participant deferral / active EE | $1,003 | $1,326-24.4% | $2,145-53.2% | $3,952-74.6% |
| Admin fee / account holder | $25,802 | $2,429+962.2% | $3,380+663.3% | $6,261+312.1% |