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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 | $7,430 | $67,823-89.0% | $52,425-85.8% | $137,256-94.6% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | -2.16% | 219.11%-221.3pp | 302.12%-304.3pp | 220.34%-222.5pp |
| Employer contribution / active EE | $316 | $1,163-72.8% | $914-65.5% | $4,156-92.4% |
| Participant deferral / active EE | $541 | $2,288-76.4% | $1,790-69.8% | $6,407-91.6% |
| Admin fee / account holder | $2,758 | $2,844-3.0% | $2,495+10.6% | $12,270-77.5% |