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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 | $5,005 | $29,319-82.9% | $52,425-90.5% | $82,448-93.9% |
| Participation rate | 13.8% | 46.9%-33.1pp | 55.6%-41.8pp | 68.1%-54.3pp |
| Annual return | 7.43% | 535.20%-527.8pp | 302.12%-294.7pp | 41.64%-34.2pp |
| Employer contribution / active EE | $223 | $586-62.0% | $914-75.6% | $2,551-91.3% |
| Participant deferral / active EE | $337 | $1,171-71.2% | $1,790-81.2% | $4,139-91.9% |
| Admin fee / account holder | $9,542 | $1,962+386.3% | $2,495+282.5% | $7,234+31.9% |