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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 | $8,544 | $29,733-71.3% | $56,025-84.7% | $80,959-89.4% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.7%-57.0pp |
| Annual return | 10.54% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $175 | $672-73.9% | $1,042-83.2% | $2,757-93.6% |
| Participant deferral / active EE | $1,002 | $1,229-18.5% | $1,955-48.7% | $4,300-76.7% |
| Admin fee / account holder | $4,818 | $2,434+98.0% | $2,828+70.3% | $6,925-30.4% |