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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 | $29,716-71.2% | $56,077-84.8% | $80,925-89.4% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.7%-56.9pp |
| Annual return | 10.54% | 35.30%-24.8pp | 1709.28%-1698.7pp | 35.65%-25.1pp |
| Employer contribution / active EE | $175 | $671-73.9% | $1,040-83.1% | $2,756-93.6% |
| Participant deferral / active EE | $1,002 | $1,228-18.5% | $1,954-48.7% | $4,299-76.7% |
| Admin fee / account holder | $4,818 | $2,432+98.1% | $2,825+70.6% | $6,940-30.6% |